WOMEN IN TRANSITION
Now more than ever, women are becoming an economic powerhouse. There is a shift in wealth not only generational, but gender as well. Faced with life changes like job changes, retirement, divorce, receiving an inheritance or the death of a spouse, financial security can fade quickly without a well designed and holistic plan in place. We provide unique, un-biased and non-judgemental insight into critical FINANCIAL issues facing WOMEN PRE & POST RETIREES.
WE SIT ON THE SAME SIDE OF THE TABLE AS YOU
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At Be Fit Financially, BFF, we have a long history of helping women in transition navigate the next life chapter of their lives with clarity, confidence and financial literacy to make wise decisions with conviction. Gain Security and Peace of Mind for you and those you love.
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Together, the team offers unparalled expertise in solving the financial challenges women face and introduce guidance and advice in Holistic Financial Planning, including Tax Minimization to avoid "tax torpedoes", Investment management, Retirement Income Cash Flow, and Estate Planning strategies that allow you to surpass obstacles, while tapping into new opportunities for you, your family and generations.
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THRIVING PRE & POST RETIREES
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Whether building and accumulating a viable nestegg or building a Retirement Income Cash Flow strategy for a successful retirement, your plan for capitalizing on those assets and using them to sustain your new lifestyle is critically important.
Our team leverages the power of dynamic portfolio design and in-depth planning to provide clients with a seamless, successful transition into retirement.
We help you avoid the potholes and pitfalls, especially the tax torpedoes that are prevelant in retirement income planning.