Women's Financial Partners, LLC

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.

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Women's Financial Partners, LLC
Women's Financial Partners, LLC

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


Address: 102-I Commonwealth Court, Cary, NC 27511, USA

Phone: +1 919 469 9103
FAX: +1 919 469 9193