We strongly support women learning how to manage their finances.
Our goal is to help educate women of all ages about financial concepts, no matter their experience or knowledge. While some may be intimidated initially, they want to increase their confidence in handling their financial lives. Often, women face unexpected losses or changes in their lives that dramatically impact their finances. Our goal is to help them through these transitions smoothly. We want them to know they don’t have to go through it alone.
Estate and Gift Planning
Investing in Real Estate and Cryptocurrency
Market Summaries
Preparing for and Managing the Impact of Inflation
Women, Money, and Power
How to Protect Yourself Financially
Changes in Social Security\Recent Market Changes and What They May Mean for You
Social Security: Do You Know the Rules?
How to Thrive During Market Volatility
Estate and Financial Planning for Women
Long-Term Health Care Issues
Tax Planning
Part I Basic Investing (Three-Part Series)
Financial Management for Women
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Harvey Investment Management, Inc. is an affiliate of Resolute Independent Advisors, LLC.
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment advisor. Brokercheck.finra.org
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