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Women's Financial Partners, LLC

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Women's Financial Partners, LLC

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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~

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

   * Specific financial planning assistance, including~

         o Long-term care planning
         o Investment assistance with your 401(k) and other employer-based retirement plans
         o Education savings plan development for you, your children and grandchildren
         o Special financial needs assessment following divorce or death of a spouse
         o Assistance with retirement plan selections for the self-employed and small employer
         o 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

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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