RETIREMENT SPECIALIST
STEP 1 - DISCOVERY During this initial phase, we invest the time to learn about...
At The Lady Advisor, financial wellness is what we do, and it involves a multidisciplinary...
Are you looking for financial security? The right guidance to identify and select the best products and strategies to protect your family?
Ilkay Sepulveda (pronounced “eel-ky”; rhymes with “sky”) As Ilkay often says, “it’s not about me.” But, in the case of...
The Lady Advisor is here to be your partner and strengthen your financial well-being – to help make sure you...
Our holistic approach to financial wellness only begins once we understand your personal goals and needs. We then develop an...
At The Lady Advisor, our mission is to partner with you to create a clear and attainable path to financial wellness. In doing so, we...
Our comprehensive program ensures a wholly individualized plan that makes sense for each one of you.
Retirement Planning involves assessing your current financial position and creating a straightforward strategy that will help to ensure your desired retirement lifestyle. Your retirement years may...
Saving is an act of preserving money for future use. Savings is the segment of your income that is not spent on current expenditures. It is...
Insurance is about managing your risk. At The Lady Advisor, we provide guidance and education as to how to manage your risks, protect your assets and...
Legacy Planning is undertaken to create a financial strategy that honors your wishes for the distribution and management of your estate in advance of your passing....
We look forward to helping you get started on your path to financial wellness.
Contact Ilkay for a free consultation about your financial needs.