Financial Services

Financial Services

The days of going to an investment advisor, handing over your money, and hoping you will have enough to retire are over. It’s not enough.


In the old days, personal savings were meant to augment income from a pension and social security. Most of us don’t have pensions today. If we do, they aren’t full income replacement. Who knows what social security will look like. Will it still be there? We don’t live in that world anymore. This means what we do ourselves HAS to be enough. For many of us, it might not be.

The days of going to an investment advisor, handing over your money, and hoping you will have enough to retire are over. It’s not enough.


In the old days, personal savings were meant to augment income from a pension and social security. Most of us don’t have pensions today. If we do, they aren’t full income replacement. Who knows what social security will look like. Will it still be there? We don’t live in that world anymore. This means what we do ourselves HAS to be enough. For many of us, it might not be.

MOST FINANCIAL PLANNERS ARE ALIKE.

In fact, most are trained by the same institutions and are working out of the same old playbook. The problem is that in a time of rapid change, you need a smart, adaptable investment strategy that helps protect and build your wealth regardless of what comes down the line.

Meet the Wealth Woman. No gimmicks, no prefab products, no one-size-fits-all solutions. Just smart and simple strategies that are tailored to your needs, and flexible enough to meet the challenges of a changing world.

Strategies that create abundance to benefit you, your kids, your community and maybe even the planet. When you have the financial freedom to live the life you want, you can't help but make the world a better place.

FINANCIAL PLANNING
  • Comprehensive Financial Planning
  • Retirement Planning
  • Estate Planning
  • Charitable Giving
  • Tax Planning
PROTECTION PLANNING
  • Personal Insurance and Planning
  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Estate Planning
WEALTH ACCUMULATION
  • Investment Risk Analysis
  • Diversification Strategies
  • Retirement Income Planning
  • Trust Services
LEAVING A LEGACY
  • Estate Planning
  • Charitable Giving

New Times Demand New Financial Strategies

My mission is to help you define and achieve your goals so you can live the life you want to live. Let’s get started today.

214.624.5627 info@wealthwoman.com


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