Women face many unique financial challenges, especially when it comes to preparing for retirement. On average, women live longer than their male counterparts, making it important to have a plan in place to help ensure financial needs are met for a potential 30 years or more in retirement. Longevity also points to the likelihood that many women will assume sole responsibility for managing their family finances and investments at some point in their lives.
Will you know What to Do When Someone Dies?
Planning is critical to managing the transitions in your life
Marriage, divorce, widowhood, a career change or retirement all represent important life transitions and have significant financial implications. Without access to competent financial guidance, many women find themselves unprepared at an emotionally vulnerable time. Whether you are single, married, divorced or widowed, knowing how to manage your financial situation at every stage of life is critical to both your financial and emotional well-being.
At Mark Angelo Financial Services, our goal is to empower you to take control of your financial future as we help you gain the confidence you seek in managing your financial assets. As dedicated advocates for your well-being, we will:
Take the time to get to know you and discover what matters most to you. Listen, address your questions and educate you on your current financial situation. Help you understand your current and future sources of income. Identify any areas of risk as we seek to assist you in making important financial decisions with clarity and confidence.
We can assist you in meeting challenges and discovering opportunities in these and other areas of personal and family financial planning:
- Cash flow analysis
- Retirement planning
- Retirement income strategies
- 401(k)/403(b) rollovers
- Education planning
- Divorce financial planning
- Long-term care strategies
- Social Security benefits analysis
- Estate Planning and Trust Services*
- Philanthropic Strategies
*LPL Financial Representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial.