financial advisor bethesda

Women face financial challenges that men do not. There are several reasons behind that: A woman’s life expectancy is longer; women, more than men, take time off from work to care for family members; and, unfortunately, because women often continue to earn less pay for equal work.

CIC Wealth is here to help you determine where you are today, and where you want to be in the future. Our goal is to understand the complexities of your life, help you overcome financial disparities, and help narrow the savings gap so you can pursue financial balance and define your own financial identity.

Together, we can:

  • Create a personalized experience for you
  • Prepare you for the next stage of your life
  • Help you build confidence in making sound choices to achieve your long-term financial goals

Let’s have a conversation. It is our goal to hear your story, to understand the complexities of your life, to help you overcome the financial disparities, narrow the savings gap and pursue financial balance. Creating a pro-active plan will enable you to live worry-free now and in the future.

Your feelings, thoughts, priorities and goals are key. Nothing is impossible. Simplify your life.