Women

Financial planning and investment management for women carries with it a unique set of circumstances and considerations that focus on family safety, security, and values. It is our experience and our passionate belief that a woman that does a good job of managing her financial opportunities and resources passes not only physical wealth to each successive generation, but more importantly, equips each generation with the means to achieve its full potential. We offer estate planning, dependent planning, college planning and other woman-oriented wealth management services.

One of our unique services is that we have developed a client loss program for our clients who have experienced the loss of a spouse or marriage.  We not only help with the financial side, but have developed a program to help with grieving.  We are here to help envision and create a new normal.

At Aurochs Financial Group, our job is to help women put a plan in place that ensures the achievement of their most important financial goals. A plan that allows them to live their life with purpose and matches their values. We help families make smart choices with their money. We are comprehensive financial planners and comprehensive wealth managers.  We are not commission based. We are fee-only. It is a unique approach. Ask us about it—we’re happy to explain the benefits!

We created this report, “The 7 Financial Planning Questions Women Must Answer Correctly Before Getting Serious About Retirement Planning and Investing,” with one desire: to help ease your financial concerns and shrink uncertainty.  We want to help you feel more confident about your future.http://www.aurochsfinancial.com/7-financial-planning-questions-women-must-answer-correctly-getting-serious-retirement-planning-investing/

Change Launches Your Next Chapter: https://youtu.be/kcf7zbW1C7Y

A short video about how we help Women:

Second Opinion Service

Our complimentary second opinion offer is available for potential clients that would like to benefit from one of three outcomes: a confirmation that your existing investments and financial plan are on target with your current advisor; the offer to become a wealth management client of ours; or we’ll offer suggestions to improve your current trajectory towards your financial goals. Since we only limit our services to a select few households that we can make a significant impact on, it is important that we only onboard households that have the financial complexity to warrant our comprehensive approach.
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Or call 952-470-5049 or email us at info@aurochsfinancial.com.