Women’s Legacy & Financial Guard™
Empower your financial future and safeguard your legacy with Women’s Legacy & Financial Guard™. Our signature suite of services is designed to meet the unique needs of women navigating major life transitions—divorce, asset protection, retirement, and more. We offer holistic, trauma-informed legal and financial guidance rooted in clarity, strategy, and empowerment.
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For over 20 years, our attorney and wealth advisor has been a fierce advocate for women’s rights and financial independence, providing holistic, personalized counsel grounded in real experience and unwavering support.
Here are some of the key ways we can assist you with Women’s Legacy & Financial Guard™:
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Legacy-Focused Family Law. We provide compassionate and strategic support in divorce, separation, custody, and support matters. Our goal is to protect your financial well-being, preserve your legacy, and help you move forward with strength and clarity.
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​Customized Estate Planning: We craft wills, living trusts, powers of attorney, and healthcare directives tailored to your personal wishes. Every plan reflects your values and ensures your assets are protected and your voice is honored.
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Wealth Transfer Strategies: We help you create intentional and tax-efficient plans to pass down wealth during your lifetime or at death. This includes gifting strategies, living trusts, and legacy-building tools for future generations.
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Asset Protection Plans: We develop customized strategies to shield your personal and business assets from risk. Services include prenuptial and postnuptial agreements, LLC structuring, and maximizing retirement account protections.
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Financial Empowerment & Legacy Coaching: We offer one-on-one coaching, workshops, and resources that help you understand, manage, and grow your wealth. Together, we create a roadmap to achieve your financial goals and lasting impact.
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Retirement Planning: We guide you in building a secure and intentional retirement strategy. This includes advising on contributions, distributions, account structuring, and tax-smart withdrawal planning.
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Philanthropic Planning: We work with you to design charitable giving strategies that reflect your values. From donor-advised funds to charitable trusts, we help you give with purpose and create a legacy of generosity.
Whether you’re preparing for the future or reclaiming control in the present, our Women’s Legacy & Financial Guard™ services are here to support your vision, your voice, and your legacy.