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How We Can Help

At FS&I, led by financial advisor Mary Sommers Carden, we believe everyone needs a financial strategy in order to set, pursue, and reach their goals. We understand that each client’s needs and goals are unique. As a result, we are dedicated to creating customized wealth management strategies that fit the client’s circumstances and can grow with them through the many milestones of life. We have the knowledge and skill set to serve a wide array of clients, but are passionate about guiding successful women through their financial journey.

Many families are not armed with a financial strategy because they don’t know where to start. They may also worry that a large firm can’t provide them with individual attention. We seek to solve this problem by working closely with our clients and developing solutions that can withstand fluctuations in the markets and unexpected life events.

We can help answer the common financial questions you may have, such as:

  • What’s the risk in my financial portfolio?
  • Am I paying too much in taxes?
  • What should I do with my 401k, TSP, 403b now that I’m not working?
  • How can I better understand my financial statements?
  • When can I retire?
  • How do I effectively manage my assets?
  • What is the best way to consolidate my numerous IRA accounts?
  • How do I get started with an estate plan?
  • How can I create a steady stream of income that lasts through retirement?
  • How can I leave a legacy for my children?

We also follow through with our investment strategies regularly and adjust as needed. Contact us today if you or someone you know has questions about their financial future.