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Women's Division

We Help Empower Women of All Ages to be Financially Secure.

OneSouth Florida Wealth Advisors are always there to help you in whatever stage of life you are in.

Women's Financial Services Division

Empowering women of all ages is another focus at our firm. Through regular educational activities such as offering seminars and hosting events to encouraging participation in other community events, we help provide a foundation built on education and awareness. We are very active and involved in our community and we always encourage others to be active as well in whichever way they can. This is why we work with several organizations to inspire and educate women of all ages to be financially fit and feel confident about their financial future.

We are proud to be a Founder and Chair of the Greater Plantation Chamber of Commerce’s new Women in Business Group, established in 2019.

We help educate young women as they enter the workforce and be their advisor from the start to help provide a solid foundation and establish trust from the beginning so we can help them through all the stages of their lives.

Speak to one of our team members today

YOU DESERVE PEACE-OF-MIND.
WE'LL HELP YOU GET IT!

WE EMPOWER WOMEN!

OneSouth Florida Wealth Advisors is a company that cares about helping everyone achieve financial security and peace-of-mind. Our advisors are available to guide you and to answer any questions you may have throughout the process. Openness, honesty, integrity, and ethical decision making are all important to us. Schedule a consultation or give us a call to discuss how we can help you achieve your financial goals.

Divorcee financial guidance.
We help divorcees get empowered to take 100% control of their finances and to have peace-of-mind knowing their financial decisions are being made while being backed by a full team of financial advisors who have her interest in mind.

WHAT CAN WE DO FOR YOU?

EVERYTHING YOU NEED TO BE FINANCIALLY SECURE.

OneSouth Florida Wealth Advisors can provide you or someone you know with financial advisory, planning, and management services. Our Women's Division team is fully equipped in understanding what unique financial hardships you may face while providing you with advice to help you accomplish your financial goals.

Our Services Include:

• Budget Management
• Financial Planning
• Asset Protection
• Divorcee Financial Guidance
• Insurance Services (Individual and Group) 
• Estate Planning
• Student loan analysis and strategies to repay loan debt

What to expect?

Many people are often confused or unsure what to do to make their financial goals a reality, which is where OneSouth Florida Wealth Advisors come in! Our team of financial advisors and professionals understand where you are at now, uncover where you want to be, then develop a plan to get you there. Communication is essential to us, so we establish a clear line of communication from the beginning to ensure you can always be aware of what is going on, update us as things change, and simply be up-to-date.

Our Process

An Objective Approach To Problem Solving

Critical to our "needs-based" approach is our ability and commitment to listening and asking questions. Our goal is to assist them in achieving their goals through implementing our four step process:

Analyze

Before we recommend any product or service, we inquire and receive feedback to each client's individual circumstances and financial objectives. We then analyze their insurance and investment portfolio to identify and disparities that exist.

Recommend

We provide our clients with strategies to substitute or support their current financial objectives.

Implement

If our recommendations make sense to you, we will work with you to implement them and help you secure the required products and services. You may also work with the advisor of your choice.

Review

We work with our clients to establish a timeline of reviews to monitor their financial progress and evaluate the next steps to achieving their fiscal goals.

Our Financial Service Professionals are ready to help you with many of your financial needs.  Fill out the short form below and one of them will be in touch with you shortly. 

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