Our Services
Financial Guidance for Women is a comprehensive financial services firm; providing wealth holders with access to a broad spectrum of financial products, resources and tools designed to meet their needs and achieve their objectives.
Build Your
Financial Plan
Tough to build a house without the blueprints. Our financial planning software provides you with the blueprints you need to make informed decisions about your savings, spending, income and investments. Our software allows you to see projections, test alternative outcomes and determine probabilities of success.
Manage Your
Investments
At FGFW we provide our wealth holders with fully customized and professionally managed investment portfolios. Each portfolio is tailored to your specific needs and is designed to align with your financial plan. We have dedicated specialists whose sole job is oversee your investments and stay on top of current events and market trends.
Lending
Solutions
FGFW offers several forms of lending solutions with access to lines of credit, you can use to acquire real estate, start a business, etc. Securities based lines of credit are typically processed in 1 to 4 days. While term loans and lines of credit take 30 to 60 days to process.
Design Your
Estate Plan
Having a plan in place that ensures your wishes are carried out is critical. At FGFW, we take the time to walk through your wishes; identify any concerns and develop the framework for how your assets will be distributed and share strategies designed to protect those assets from creditors, divorce, litigation and taxes.
Life
Insurance
Life Insurance can be used as a tool for several different planning strategies. It can be used to provide the family protection in case of a pre-mature death. In can be used to help pay for estate taxes. It can be designed as a supplemental retirement income. It can provide access to funds in cases of a long term care event or terminal illness. It may or may not be part of your financial plan.
Annuities
Annuities also come in various forms and are designed to meet various needs. They can be designed to provide guaranteed lifetime income. They can offer guaranteed or variable rates of return. They can offer long-term care benefits. They can provide access to market like returns with downside protection. Having an advisor walk you through each type to determine if they are right for you and your plan is important.
Long-Term
Care
Life favors the prepared. Long Term Care Needs can often leave the unprepared in dire financial straits. Having a plan in place for a long-term care event is important. The planning process will help you determine whether it makes sense to self-insure or if it makes sense to pass along some or all of the risk to an insurer.
Social
Security
You and Your Spouse have paid into social security for years. Ensuring you understand what your options are and how they calculate your benefits is important. At FGFW, we take the time to walk you through your options, aligning them with your overall financial plan, ensuring you have the information you need to make an informed decision.
College
Savings
The birth of a child or grandchild is a special time in a family’s life. Setting up a college savings account early can be a great way for various family members to contribute over the years and allows the children to see and experience the miracle of compounding returns. At FGFW, we help parents/grandparents set up college savings accounts, UTMA, UGMA, and custodial accounts for the benefit of the child.