Are your financial affairs organized to give you confidence, freedom, and independence?

Whether you have recently found yourself in charge of finances or have been managing your affairs for some time, there are often unique challenges that women face. Ask yourself:

  • How can I best organize my finances?
  • How should I position my investments to have reliable income and stay ahead of inflation for myself or for loved ones, now and in the future?
  • How can I balance goals to support loved ones, philanthropic interests, and make sure my family doesn’t run out of money?
  • How can I control estate taxes and provide for my family?
  • What are the best ways to fund a child’s or grandchild’s education?
  • How can I protect my personal assets against liability?
  • Who can I trust for guidance to gain control of my financial affairs?

We can help you take charge with a comprehensive plan that focuses on your needs and empowers you to make more informed, effective decisions. In return, you can gain time to focus on your career or enjoy more free time. 



© 2020 Nautilus Wealth Advisors 

Securities offered through Raymond James Financial Services Inc. 


Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Nautilus Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., member FINRA/SIPC.


Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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