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Services

A Complete 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:

  • Creation and growth of wealth
  • Helping reduce risk to life savings
  • Planning lifetime income
  • Integrated retirement planning
  • Estate and legal planning for you and your heirs
  • Helping reduce tax liability
  • Healthcare, Medicare and Medicaid planning
  • Most of all, building financial independence

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 formulate plans 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 examine your total life situation, making sure your assets are in the right places and that your overall risk is lessened by appropriate strategies that help achieve your dreams and desires whether it’s healthcare protection or leaving a legacy to your children and grandchildren.

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 comprehensive 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 heirs.
  • 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 women are living into their nineties and hundreds—and how to plan for it.
  • We understand the dangers women often face in falling for any of the thousands of outrageous scams of the world, and we can help you avoid them.
  • 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.