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Women Financial Power provides a range of solutions including life insurance, retirement planning, annuities, long term care, social security maximization, principal protection and estate coordination. We spend our time vetting, researching and monitoring the kinds of insurance and retirement options that actually make sense for real women building real futures.
No, we don’t charge for consultations and we don’t bill you for our time. As an independent firm Women Financial Power is paid directly by the carriers only when you choose a policy that fits your needs. Your premium is the same whether you go through us or go directly to the carrier.
We work with individuals across a wide range of financial stages. Our solutions are designed to meet you where you are.
Everything begins with a discovery call and analysis. We don’t make recommendations until we fully understand your picture. After that, we guide you through options based on your goals.
Yes. We specialize in helping clients organize scattered accounts and roll over funds when necessary. We’ll walk you through how to request information and explore your options.
Starting a project with Women Financial Power is simple! Take a quiz directly through our website and we’ll schedule a consultation to discuss your needs.
While Women Financial Power focuses on empowering women, we work with anyone serious about building securing their future. Our clients typically range from 27 to 65 years old. Those who are growing professionally or preparing for retirement.
"I switched to Women Financial Power after using roboadvisors and investing on my own. They have saved me so much time, energy and stress. Answered all my questions and had fantastic suggestions on growing my money. Customer service is great I love it. Would recommend them to other business owners!"
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"Thank you again for assisting me in converting my 403b to an annuity back in 2020. I do not have to worry about the market volatility that so unnerved me at that time. One less thing to worry about!"
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"I cannot rave about my experience enough! I highly recommend booking a call with WFP. Best thing I could have done for myself."
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“Great personality, exceptional knowledge and very efficient.”
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