Our Services

Real-Life Services For You

The advice and support you receive from the professionals of Women’s Financial Partners® is genuine. Your wellbeing and financial security are our top priorities.

You are never a number in our database. Just as no two people are alike, no two solutions at Women’s Financial Partners® will be identical. Your unique concerns, objectives, and life events drive the customized services we provide.

• Working with us, you have access to a full range of financial planning services, provided on either an hourly basis or through comprehensive financial planning packages.
• We receive no commissions for the financial products you select. We believe that is the best way to ensure you receive our complete and unbiased attention.
• Our services are affordable.

Here is just a small sample of the various services we offer. You are welcome to take advantage of complete packages or select one or more of our services on a fee-per-hour basis in order to address your financial needs:

• Comprehensive financial planning packages that include~

• Education savings strategies
• Investment modeling
• Insurance review
• Personal tax planning
• Retirement planning
• Estate planning

• Specific financial planning assistance, including~

• Long-term care planning
• Investment assistance with your 401(k) and other employer-based retirement plans
• Education savings plan development for you, your children and grandchildren
• Special financial needs assessment following divorce or death of a spouse
• Assistance with retirement plan selections for the self-employed and small employer
• Hands-on education and training in the use of commonly available Internet tools for those who want to take charge of their own financial future