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Our Financial Services

What's different about BetterWealth?

Your Concerns, Our Solutions

At BetterWealth For Women we simplify the financial planning process for you. We take a comprehensive approach to your goals, or work compartmentally with different investment products and strategies. We know that life’s transitions can be challenging, but navigating a secure financial future shouldn’t be.

We walk with you every step of the way whether you are just starting your financial journey or simply choosing a new path. We don’t believe that you must already be wealthy to start the wealth-building process. Let’s build a plan for the life you envision.

Wealth Building For Women

Its's Your Story, Begin Your Journey Here...

As women, we face unique financial challenges as we try to master the delicate balance of work, home and family. At BetterWealth we understand life’s daily stresses and pressures. Let’s make it easy to reach your financial goals

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Retirement Savings Solutions

Alternatives for your 401-k or IRA

Have an old 401-k plan from a previous employer? Or maybe you don’t have access to an employer-sponsored retirement plan? we have affordable solutions to put you on the right path today.

Financial Planning

Your Goals, We'll Help You Get There

One of the main benefits to having a financial plan is it helps prioritize your goals and what it takes to reach them. Sometimes it’s just a matter of getting clarity and putting a plan in place. Other times, it’s evaluating the assets you already have and how to protect them.

Other Financial Considerations

Mortgage Protection

Your biggest asset is your home. An unexpected life event such as job loss, death of a spouse can leave your loved ones vulnerable. Mortgage protection gives peace of mind to protect your assets in the event of an unplanned emergency.

Mortgage Protection

Your biggest asset is your home. An unexpected life event such as job loss, death of a spouse can leave your loved ones vulnerable. Mortgage protection gives peace of mind to protect your assets in the event of an unplanned emergency.
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Life Insurance

Most financial advisors view life insurance as the cornerstone of sound financial planning, yet it is an often overlooked, affordable addition to financial security. Today's life insurance products are hard working multi-taskers that can fund a college education, reduce taxes in retirement due to over funding 401-k plans, as well as help with un-forseen costs associated with long-term care insurance.

Life Insurance

Most financial advisors view life insurance as the cornerstone of sound financial planning, yet it is an often overlooked, affordable addition to financial security. Today's life insurance products are hard working multi-taskers that can fund a college education, reduce taxes in retirement due to over funding 401-k plans, as well as help with un-forseen costs associated with long-term care insurance.
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Estate Planning

I have a will, do I need an estate plan?. An estate plan goes much further than a will. Not only does it deal with the distribution of assets and legacy wishes, but it may help you and your heirs pay substantially less in taxes, fees, and court costs. Not everyone needs an estate plan, depending upon the size of your assets, but its important to ask this question to your financial planner.

Estate Planning

I have a will, do I need an estate plan?. An estate plan goes much further than a will. Not only does it deal with the distribution of assets and legacy wishes, but it may help you and your heirs pay substantially less in taxes, fees, and court costs. Not everyone needs an estate plan, depending upon the size of your assets, but its important to ask this question to your financial planner.
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Asset Acccumulation Strategies

Asset accumulation is the process of saving and growing financial assets which can include earnings, savings, real estate, and other assets. Pension plans and other tax-favored retirement planning vehicles are the most common forms of asset accumulation. Asset allocation strategies should always take into account risk tolerance, and long and short term goals. A good financial planner will help grow and maintain your assets, consider risk versus safety and pertinent tax implications.

Asset Acccumulation Strategies

Asset accumulation is the process of saving and growing financial assets which can include earnings, savings, real estate, and other assets. Pension plans and other tax-favored retirement planning vehicles are the most common forms of asset accumulation. Asset allocation strategies should always take into account risk tolerance, and long and short term goals. A good financial planner will help grow and maintain your assets, consider risk versus safety and pertinent tax implications.

College Funding for Children or Grandchildren

A 529 plan is a tax-advantaged investment plan that lets families save for future college costs of a beneficiary, usually a child or grandchild. IUL's also offer unique opportunities to help with college costs. A planner can suggest effective strategies for college planning.

College Funding for Children or Grandchildren

A 529 plan is a tax-advantaged investment plan that lets families save for future college costs of a beneficiary, usually a child or grandchild. IUL's also offer unique opportunities to help with college costs. A planner can suggest effective strategies for college planning.
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Traditional IRA's Roth IRA's and Roth Conversions

With a Roth IRA, you contribute after-tax dollars, your money grows tax-free, and you can generally make tax- and penalty-free withdrawals after age 59½. With a Traditional IRA, you contribute pre- or after-tax dollars, your money grows tax-deferred, and withdrawals are taxed as current income after age 59½.

Traditional IRA's Roth IRA's and Roth Conversions

With a Roth IRA, you contribute after-tax dollars, your money grows tax-free, and you can generally make tax- and penalty-free withdrawals after age 59½. With a Traditional IRA, you contribute pre- or after-tax dollars, your money grows tax-deferred, and withdrawals are taxed as current income after age 59½.
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Social Security Strategies

Should I take my social security at 62 or wait? what will it cost me to wait? Can I draw down other assets and put off collecting? What's the best strategy for you? Ask your financial planner to run through strategies and projections to optimize your social security benefit.

Social Security Strategies

Should I take my social security at 62 or wait? what will it cost me to wait? Can I draw down other assets and put off collecting? What's the best strategy for you? Ask your financial planner to run through strategies and projections to optimize your social security benefit.
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Divorce Financial Planning

Equal does not always mean equitable. If you are contemplating or in the middle of divorce, be aware of the pitfalls, nuances and subtleties of dividing assets. A Certified Divorce Financial Analyst, (CDFA) ) can guide you through the process, ensuring a fair and equitable distribution. A Certified Divorce Financial Analyst can also help you with new financial planning concerns post divorce.

Divorce Financial Planning

Equal does not always mean equitable. If you are contemplating or in the middle of divorce, be aware of the pitfalls, nuances and subtleties of dividing assets. A Certified Divorce Financial Analyst, (CDFA) ) can guide you through the process, ensuring a fair and equitable distribution. A Certified Divorce Financial Analyst can also help you with new financial planning concerns post divorce.
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Financial Coaching

Sometimes meeting financial challenges has more to do with your mindset than it does to your money. If you have struggled to meet financial goals, despite earning good wages, you might benefit from Financial Coaching sessions. Financial Coaching combines effective coaching strategies with sound financial planning. Clients have reported better results in meeting their goals when combining both strategies.

Financial Coaching

Sometimes meeting financial challenges has more to do with your mindset than it does to your money. If you have struggled to meet financial goals, despite earning good wages, you might benefit from Financial Coaching sessions. Financial Coaching combines effective coaching strategies with sound financial planning. Clients have reported better results in meeting their goals when combining both strategies.
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Get Your Financial Plan On Track Today

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