



Did You Know?
On Average, Women in the U.S. Live 5 Years Longer Than Men.
It’s About More Than Just Investments
We take the time to learn what makes you tick. We conduct an in-depth inventory of your current financial state, talk through all your goals, challenges and opportunities, and only then prepare personalized, tailored financial options. When you’re a part of OAG Woman, you’re empowered to make confident decisions whether you’re only starting to become acquainted with financial literacy or just need our advice. Some of our most popular services include:
- Longevity & Retirement Planning
- Education Planning
- Trust Management/Charitable Giving
- Long-term Care Planning
- Financial Literacy
- Financial Planning
- Cash Flow Planning
- Asset Management
- Income Planning
- Investment Planning
We Can Help You....
“As a single mom who has to juggle a career, family, and study for a doctoral program, I know first-hand the challenges of making it all ‘work’. I see this also in the women we work with and it’s why we built a division just for them. A place where they are comfortable enough to ask questions and confident to make decisions.”
- Sara Neel, CEO One Advocate Group
Left to right: Terri Tunnell, Sara Neel, Kathryn Hernandez.
