Our Unique 6- Stage Holistic Approach
Providing Coordinated Divorce Financial Solutions
Our Additional Services
Income Planning
Income planning for retirement can be a daunting task because there’s a lot to learn. At Divorce & Financial Strategies For Women LLC, we’re here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you utilize tax advantaged vehicles to help accomplish your retirement income goals.
Tax Strategies
One essential part of planning for your retirement is determining your tax liability and developing a strategy to minimize the amount of taxes you pay. We recommend customizing a retirement plan that is able to help take advantage of any possible tax credits and deductions.
Asset Allocation & Risk
We pride ourselves on providing retirement strategies to Connecticut and the surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated plan.
Social Security
Your Social Security benefit represents years of savings and hard work, which is why we work to ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.