147 North Shippen Street
leading the way!
The financial needs for women will vary throughout their lifetime.
Whether you are just starting out in your career, raising a family, caring for an aging parent or your marital status has recently changed, we can help you find financial peace as you navigate these different phases of life. And for those who continue to forge new paths, move up the corporate ladder, start your own business and/or take charge of your own career path, you do not have to go it alone.
In the past, women are more likely to leave financial decisions up to their partner or spouse, but more and more women are taking ownership of this important area of their lives and seeking to be informed regarding their financial health, preparedness and well-being. Let us empower you with the knowledge to plan and invest well, so that you may enjoy retirement on your terms.
To help you better understand your financial picture so you can stay the course and finish life well, we help you to:
By doing all these things, you will be better positioned in the event you find yourself in an unexpectedly challenging season of life or more well-prepared to make life-changing decisions for the betterment of yourself and your family.
It may be your first job, a career change, or maybe you decided to stay home and care for your children or aging parents, we can help you understand and plan for those moments in life. While women are more likely to take time away from working, their income is also affected. Let us help you prepare for those moments.
Life will ultimately have it's highs and lows and your financial picture can change quickly. Let us help reduce your risk in the long run
To read more on how we can help in the event a loved one passes, click here.
At PSI Capital Management, we believe in the power of a great team, which includes some very creative, thoughtful, bright and hardworking women that make us better at serving you each and every day!
Meet Angie Jones, Sarah Whitman, Partner/Advisor Vanessa Zook and Tara Cruz.
Whether you need to schedule an appointment, have specific account questions, need extra assurance – our team of ladies is here for you! We can help with specific challenges and be there to empower you through all your investment and financial needs.
Call us today (717) 207-7123 to set up a complimentary appointment to get you on the right path to financial freedom.
We provide tailored financial advice to each of our clients. In our comprehensive and holistic financial planning process, we explore all aspects of your financial picture and use what is discovered to build an active, living, breathing financial plan that guides all current and future financial and investment decisions.
We provide customized investment management services for our clients. Using what we discovered in the financial planning process, we select investments that achieve the proper balance and diversification needed to meet their goals and objectives. We also monitoring and processing cash flows as necessary.
We marry financial planning and investment management together with Paradigm Shift Investing, which is the process of analyzing a client’s financial situation first, then using what is discovered to build an active, living, breathing financial plan that serves as a guide to drive all current and future financial and investment decisions.
The Long Run: Women and Retirement
What You Need to Know About Social Security
Retirement Plan Detectives