Resources

Estate

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

Investment

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

Money

Managing your money involves more than simply making and following a budget.

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

Tax

Understanding tax strategies can potentially help you better manage your overall tax situation.

Special Needs

The importance of a comprehensive plan that addresses estate planning, government benefits, care management and financial strategies so that lifetime care and quality of life are maintained are critical when caring for a loved one with special needs. Learn how Empowered Financial Strategies can help you develop a cohesive plan so that your vision for your child’s life can become a reality, whether you are here or not.