By the time we will have reached age 65:  over 1/3 of us will be dead, over ½ of us will be broke, 5 will still be working. Only 4 will have financial security, and only one will be wealthy. 

Where would you like to be? Do you have a plan to make sure you get there?

You can be financially secure! Our goal is to provide you with the strategies you need to help you: 

  • Be debt free
  • Establish an emergency fund
  • Fund a college education
  • Maximize retirement income
  • Achieve financial security…without your spending a penny more than you are spending today.
Secure Solutions for Life. Specializing in helping independent women secure their financial future.

CERTIFIED TRUSTED ADVISORS IN WORCESTER MA, ARE READY TO HELP YOU:

  • Reap the upside potential of the stock market, without the downside risk!
  • Maximize your tax-free retirement income – with NO government limits on how much you can contribute right now.
  • Achieve real financial security, in a relatively short time…without sacrificing your current life style or taking unnecessary risks.
  • Pay off your home 5-10 years early, without taking any additional money out of your pocket.
  • Learn the secret to maximizing your retirement benefits. Find out what your accountant isn’t telling you! It’s your money. your life. Plan, save, budget, invest, grow and preserve it, safely and risk-free.

It's all about women

Women work hard. Making your money work hard for you now and in retirement is more than important - it's critical. Do you know how much you need to live the retirement you're working for now?

FINANCIAL PLANNING FOR TEACHERS

You create lesson plans to help your students become successful. What plan do you have in place for your financial security? Are you doing everything you can to be financially successful?

Debt Free and Truly Wealthy Newsletter

This kind of free advice is worth its weight in gold. Get your  money's worth and become debt-free and truly wealthy with the help of our monthly newsletter!


“I am excited to discuss the wide array of solutions we can offer you to help provide you with peace of mind, now and in retirement.”

Thank you so much for the hours you have given our financial circumstances. You have opened our minds to the possibilities for our best retirement.

Dee, SC

Very professional and extremely knowledgeable. Went above and beyond to help this family. Gave us exactly what we need: ease of mind about our coming years. I would highly recommend your services to anyone in need of insurance and financial planning. Very satisfied with services rendered and follow up inquiries.

Michael, MA

Audrey's manner was clearly professional yet also very comfortable, open and congenial. That atmosphere encouraged me to freely discuss matters in detail, voice skepticism, present my sense of ideal situations, and so forth.

Susan, MA

She struck me as forthright, competent, seemingly quite knowledgeable...truly interested in serving my interests...there was no sense of serving her own agenda at my expense. Audrey appears genuinely to care about her clients - and wishes to serve them with integrity and sensitivity. I recommend her as...trustworthy, informed, and dedicated...

Susan, MA

She was prompt, professional and courteous...I had a lot of questions and she answered each and every one of them.

Anonymous

She was true to her word and came back to our home...and again, took the time to answer all...questions...when you see the depth of feeling and self-confidence she portrays, you know you are doing the right thing.

D.H.

I would highly recommend Audrey for her abilites in reaching people and teaching people about life insurance policies. She not only has the ability, she has the professional skills needed in dealing with today's adveritisties in maintaining health, life and happiness. We need to be prepared for whatever life will throw at us and when you talk with Audrey, you will agree with me completely.

D.H.

If not for Audrey's intelligence, guidance and professional yet customer friendly representation, I would not have any life insurance. Audrey helped me choose the very best life insurance policy for my needs. Audrey is always customer friendly, knowledgeable, explains questions...and adjusts her time to benefit her clients.

D.M.

I have someone who knows what they're doing, they're right along side of me helping me make the right decisions. I'm comfortable with you and that makes all the difference in the world.

Joan F.

MA

Audrey is a good advisor. When I need advice, she is there for me. I would definitely recommend her to others.

Kenneth, MA

Kenneth, MA