Boston Locals Can Rely On Wealthy Choices® For Personalized Financial Planning Services
Financial planning services don’t have to take a one-size-fits-all approach to financial planning. Whether you need help managing your investments, planning for retirement, or otherwise managing your wealth, you can seek professional and personalized services that are tailored to your needs and desires.
Hi, I’m Dr. Penelope Tzougros. Through Wealthy Choices®, you can seek the personalized financial planning services you need. As your financial planner, I’ll aim to give you advice that most suits your particular situation. I will use my experience as a financial consultant to prepare you for the future.
Can Wealth Management Align With My Values?
Women, do you want to seek personalized financial advice? Are you interested in considering more than just what might be most financially beneficial? Do you consider it important to make sure that whatever steps you take in wealth management align with your deeply held personal values?
You’re not alone. Many women in the Boston, Massachusetts area are eager to make sure that their investments don’t contradict the ideals they hold most important. That’s why I offer Wealth Management for Women services through Wealthy Choices®.
What Do You Want to Invest In?
What you choose to invest in can have an impact on the world around you. When you work with Wealthy Choices®, the shape of your portfolio will be defined by your values – what you want to invest in and what you don’t want to invest in. As your financial advisor, I’ll help you consider what values and company claims to have, how the company supports those values, and what ethical governances are in place to stay aligned with its values. Call today to learn more!
Dr. Penelope Tzougros Helps You Prepare For Retirement And More
Wouldn’t it be nice to rely on professional financial advice as you prepare for retirement? Do you want professional advice to help you manage your wealth? I’m Dr. Penelope Tzougros, and I’m ready to offer the personalized advice you seek. I use my experiences as an author, a speaker, a financial consultant, and a Professor to help you prepare for the future – whether that means retirement planning, estate planning, investment management, etc. Making financial plans can feel scary, confusing, or overwhelming – but it doesn’t have to be. Contact me today to learn about how Wealthy Choices® can help you!