Nancy W. Schilreff, Ph.D.

As a former Professor of Psychology, my focus is financial awareness for women, of all ages, at all stages of their lives. The self-assurance and understanding gained by actively planning for their income, investments, healthcare, estate, and legacy has elevated their financial acuity and opened the door to informed decision-making. The dynamics of market movement, interest rates, taxes, and healthcare are ominous for many women and my role is to provide solutions that will enable them to achieve and maintain the lifestyle and retirement of their dreams. For some families, educating and engaging the next generation in an open platform, inviting questions from all members, together, ensures clarity and understanding of the estate and legacy documents. We present a binder to our clients, complete with family Trusts, Wills, Annuities, Investments, Real Estate Holdings, and more. At the end of our series of meetings, family members know the information found in their binder will give them relief and assurance, during their time of grief. Every client and their family are treated as a member of our family, with whom we want to develop a caring and lasting relationship.