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Services

A 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 in retirement.

At Woman’s Worth, we understand the issues women face, whether you are single, married, divorced or widowed. Women today manage 51 percent of all wealth.1 Surprised? Managing it well and managing it appropriately is more important than ever. The services we offer focus on:

  • Tax efficiency
  • Retirement income planning
  • Wealth management
  • Wealth management
  • Investment advice
  • Legacy planning
  • Most of all, building financial independence

We work with qualified professionals to provide the following services that focus on:

  • Estate planning
  • Tax planning

1 BMO Wealth Institute. March 2015. "Financial Concerns of Women." Accessed Dec. 29, 2016.


The Woman’s Worth Approach 

At Financial Dynamics & Associates, Inc., we start by getting to know you, your past, your plans, your health, your emotions and your goals. Only then can we examine and analyze your financial situation and create a strategy with you 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 confidence.

Most important of all, we help you examine your total life situation. Our goal is to design a plan where your assets are allocated according to your risk tolerance and that you are utilizing financial strategies designed to help achieve your dreams and desires.

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 an in-depth approach to your financial life, we’re more than happy to help. Your financial independence and confidence in your retirement 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 beneficiaries.
  • 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 some women are living into their nineties and hundreds — and how to plan for it.
  • We understand the desire to feel knowledgeable about your own finances and financial topics, we want to help with that.
  • We understand that sometimes, you just need someone to be there. That’s us. And we’re ready to listen.

Understanding women and their needs is what makes Financial Dynamics & Associates, Inc.'s Woman's Worth® program such a valuable friend and resource for so many women.



It’s Not Only About The Money

Confidence in your financial health can contribute 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.

 

 

Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. We strategically partner with qualified tax and legal professionals to provide guidance on these components of your Retirement Lifestyle Plan. Or if you prefer, you are encouraged to consult your own qualified tax or legal professional.