Making the Most of Your Working Years

Sharon helps women understand their 401(k) or 403(b) plans and better leverage the choices available to them. She educates them on the employer matches available and how to take full advantage of free money through their employer’s retirement plan. She will develop Your Retirement GPS™ and can also help you work out IRA and annuity strategies to supplement your retirement savings.

When you start to get close to retirement, Sharon is there to answer all your questions about Social Security and Medicare. Because she has the Retirement Income Certified Professional (RICP) designation, she has the expertise to structure a customized income plan for your retirement. Most importantly, she is there to help you avoid critical mistakes that may cost you later in retirement.

Today more than ever before, it is critical that women understand money and how to make it work for them. Sharon enjoys working with all women and has helped women from all different walks of life—teachers, small business owners, professionals and executives. She educates and helps them build their financial knowledge and confidence. She loves that part of her job.

If you’ve been searching for a financial partner who is a woman who understands you as a woman, one who cares about you as a person and wants to teach you, empower you and help you navigate your financial life, schedule a Sit-Down with Sharon. It’ll be like meeting an old friend and catching her up on your life.