Education, Connection, Philanthropy

 
 

We Elevate Women

 

Our Story

At Margaret May Insurance & Financial Services our focus is empowering women through education, connection and philanthropy. We aim to help women continue their legacy through their heirs and charities by connecting successful women with each other, to increase shared knowledge, wisdom, resources, and support. Our specialized approach focuses on lowering taxes for high net-worth clients, and minimizing risk while increasing returns. Whether you are a professional woman or business owner we can help you with all financial planning needs including sudden life changes such as divorce, death, or marriage.

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About the Founder

Passionate about helping to empower women to take
ownership of their financial management.

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Lisa believes that while the basics of a good financial strategy are the same for both women and men, women often face particular lifestyle and economic issues that require special consideration. Women are more likely to put their careers on hold to raise children and shoulder the burden of aging parents or spouses. As a result, regardless of relationship status, women have distinct financial and investment needs.

Women have had enormous success accumulating wealth in the past decade and Lisa is passionate about helping to empower women to take ownership of their financial management throughout all stages of their lives, regardless of marital status. Lisa provides financial services and advice for business executives, professionals, small business owners, families and retirees. She understands that each client's needs are unique to them.

Meet the Team