Financial Planning for Women

Creating a secure life, now and in retirement, is about more than just money. And there’s more to developing a financial strategy than bank statements and stock summaries. It’s about understanding you…where you are now and where you want to be.

Retirement is not a DYI project. Most of us aren’t prepared for retirement or really know how to get there!

81% of Americans don’t know how much they need to retire. Women are particularly vulnerable!

Too much month at the end of the money.

Consider these facts:

  • 60% of women don’t know how much they need in retirement.
  • Women are 80% more likely than men to be impoverished at age 65 or older.
  • Women are more likely at age 75-79 to fall below poverty level than men the same age.

Are you saving enough? Will you have enough for the retirement you really want (not just the one you can afford)? Additionally, how much will you need in retirement? And most of all…what can you do to protect and grow your savings – safely, ultimately with guarantees and no risk?

What can you do now to prepare for the retirement you want?

That’s where we come in…we can help you
  • eliminate risk
  • grow savings
  • reduce taxes
  • guarantee income for life

Our mission is simple: Provide solid financial planning and guidance for women who want to secure their future and live debt-free and truly wealthy. We offer true financial planning and advice, focusing on what’s best for the client. We help you manage and optimize your financial life now, as well as save, invest, and plan for retirement with safety and confidence. So call us for a free planning conversation that can make the difference between “oh, well…” retirement and “oh, wow!” retirement.

What every woman should know…

The Unsettling Truth About Women and Retirement

How Women Entrepreneurs Can Provide Retirement Plans For Their Employees

How to calculate your Social Security Retirement Benefit