Women Financial Power
5.0
Women Financial Power is an independent financial consulting firm focused on retirement and wealth planning for women, based in Memphis, Tennessee.
About
Women Financial Power is an independent insurance and retirement planning firm based in Memphis, Tennessee, serving clients in all 50 states. The firm provides fiduciary guidance in retirement and income planning, investment planning, life insurance, and legacy planning for women.
Consultations are conducted by phone or virtually.
Services
Retirement and Income Planning
Helps clients turn income into retirement choices, including reducing taxable income with traditional accounts or growing money tax-free.
Investment Planning
Aligns risk tolerance with time horizon and connects clients to multiple professional money managers and portfolio styles.
Life Insurance Planning
Covers term and permanent life insurance, cash value life insurance, disability, and long-term care planning as part of income protection.
Legacy Planning
Creates plans to distribute assets according to client wishes while minimizing tax implications for heirs.
401(k) and Rollover Assistance
Helps clients organize scattered accounts and walk them through requesting information and exploring rollover options.
Free Consultation
Offers a free initial consultation to discuss client needs, conducted by phone or virtually.
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