At Woman To Woman Financial, we understand that financial planning is not one-size-fits-all. That’s why we offer a variety of specialized services tailored to meet the unique needs of both individuals and business owners. Our goal is to provide you with robust options that enhance your financial security, retirement potential, and business continuity.

Our additional services include:

• Executive Bonus Plans: Reward and retain key employees with customized bonus plans that align with your business’s growth and employee retention goals.
• Individual Pension Plans: Build a tailored pension plan that supports your personal retirement needs, providing a steady income stream for the future.
• Key Person Insurance Plans: Protect your business from financial loss due to the absence of essential team members with insurance strategies that safeguard business continuity.
• Life Insurance Retirement Planning (LIRP): Use life insurance as a strategic retirement income source, providing a tax-efficient solution to secure your retirement.
• Solo 401(k) Plans for Business Owners: As a business owner, maximize your retirement savings with a Solo 401(k) plan that provides flexibility and high contribution limits.
• Personalized Financial Consulting: Receive one-on-one guidance on your unique financial questions and goals, empowering you with strategies tailored to your needs.
• Defined Benefit and Compensation Plans: Design compensation plans that support employee retention and retirement security, aligning with your business’s financial objectives.
• Life, Disability, and Long-Term Care Insurance: Secure your future with personalized insurance solutions that protect you and your loved ones from unexpected financial challenges.

We’re here to support you in achieving financial peace of mind, whether for yourself or your business. To explore how our additional services can benefit you, feel free to reach out via email or schedule a Discovery Call. We look forward to helping you find the financial strategies that suit your life and aspirations.