"Thanks for providing me with an income strategy that will last for years to come."



Services

A Range Of Financial Services Customized For Women

The good news is that women today are living longer than ever. The bad news is that women today are living longer than ever. And that can have an important impact on how you handle your money and the quality of your life.

At Woman’s Worth, we understand the issues women face, whether you are single, married, divorced or widowed. Women today manage 62 percent of all wealth. Surprised? Managing it well and managing it appropriately is more important than ever. The services we offer focus on:

  • Retirement income strategies
  • Annuities
  • Life insurance
  • Asset protection
  • Tax minimization strategies

Additionally, we can refer you to professionals who provide the following services:

  • Long-term care
  • Estate planning
  • IRA legacy planning
  • Trusts
  • Probate

We are not permitted to offer, and no statement contained herein, shall constitute tax, legal, or investment advice. You should consult your tax advisor, investment advisor or attorney on any such matters.


The Woman’s Worth Approach 

We start by getting to know you, your past, your plans, your health, your emotions and your dreams. Only then can we examine and analyze your financial situation and create a strategy with you to help you reach your goals. And don’t be surprised if we have a bit of fun along the way!

The plans we share with you will reflect a healthy balance between getting where you need to be and arriving there with a peaceful mind, an enlivened spirit and a healthy body.

Most important of all, we help you examine your total life situation, making sure your assets are in suitable places and that your overall risk is lessened by appropriate strategies that help achieve your dreams and desires.

It’s also important to know that we can offer as much or as little assistance as you need. Whether you’re seeking just an opinion or are looking for a different approach to your financial life, we’re more than happy to help. Your financial independence and security deserves a second opinion.



Our Understanding Ways
  • We understand that you want to maintain your lifestyle in retirement, yet plan for the financial health of your beneficiaries.
  • We understand that it’s essential to plan for life’s unexpected emergencies—the new roof, the unexpected hospital stay, the need for a nursing home and more.
  • We understand that some women are living into their nineties and hundreds—and how to plan for it.
  • We understand the dangers women often face being in a vulnerable place when it comes to being financially taken advantage of, and we can help you gain confidence to avoid such situations.
  • We understand that sometimes, you just need someone to be there. That’s us. And we’re ready to listen.
  • We understand how our voices have not been heard in the financial services industry.

Understanding women and their needs is what makes Woman’s Worth such a valuable friend and resource for so many women.



It’s Not Only About The Money


Good financial health and peace of mind can lead to good physical and emotional health. Uncertainty and doubt can have just the opposite effect. That’s why we focus on the complete woman—her finances, her outlook, her physical health and her frame of mind.

If need be, we can recommend trusted, respected professionals who can help you deal with issues that are outside the financial realm—but are deeply affected by it. We often work with divorced and widowed women. In difficult situations like this, it’s often comforting to know that we are here for more than dollars-and-cents planning. We’re never too busy to hold your hand.