Tax-Focused Financial Planning for Women in Transition
From single women, wives, partners or former partners, to widows, divorcees and business owners, we give you insights, support and sound financial and investment management advice for your life.
We highlight your successes and give you the tools to take full advantage of all you’ve accumulated and achieved. We empower you to live the life you choose.
Let’s plan and guide your future success together.
Financial Planning Built on Understanding
Gain clarity, confidence and a renewed perspective with tax focused financial planning and investment strategies that prepare and carry you through retirement.
We listen, empathize, understand and plan.
We support you with objective financial advice and heartfelt guidance.
We’re your partners in transition, confidants and friends.
Retirement Planning & Strategy
We start with a financial plan to determine how much you spend and how much you’ll need through retirement, for the life you want to live.
Eileen Carrero Financial Services offers the insights of more than three decades of tax and accounting services and nearly twenty years of financial planning and advice.
Decades of tax focused guidance, research and planning experience, enabled by technology, creates an ideal, accessible and proven resource for personalized asset management.