Your goals may be retirement planning, education/college funding, taking care of your loved ones if you are not there, life insurance planning, retirement income planning, business planning, and/or charitable gifting, and not being a burden on your children.
I have been a single mother, divorced, a mom in a blended family, and now I am a widow. I also saw my role with my mother change when she reached age 90 and lost some of her independence. I became more of the "mother" and she became more of the "daughter".
I run a women's wealth management practice working with women in all stage of their lives. This does not mean I do not work with men, I do have men as clients, but the majority of my clients are women.
My compensation depends upon the services I provide and may include fees and/or commissions. Products and services could include: Financial Planning, Annuities, Life Insurance, Wealth Management, Investment Accounts, IRAs, 401 (K) Rollovers and Long-Term Care.
*Wojnar, K. and Meek, C. "Women's View of WEalth and the Planning Process," Advisor Perspectives, March 1, 2011.