Putting YOU First
Women and business owners work with Sheldon Rice for the following reasons:
Financial planning is made easy for you... An innovative personal plan is created for you. It is simple to understand & easy to follow.
You are heard... Your hopes, dreams and concerns are heard and you are treated with respect.
You stay informed... Stay informed through regular reviews. See how your investment strategy is doing and how your investments have really performed.
Peace of mind... Knowing that you only own investments that best suit your needs allows you the luxury to relax knowing you are in good hands.
Exclusive opportunity to network and share with other women... The Women Business Owners Idea Exchange (IDEX) Forum... network and learn new skills from successful women.
Sheldon specializes in working with Women Business Owners and their families. Having been a financial advisor since 1994 Sheldon has seen many ups and downs in the markets. With all his years of experience Sheldon is able to help steer you through the ins and outs of investing. He is understanding, supportive and takes the time to get to know you before he creates your personalized financial plan.