• Valerie-Clark RodenNeighbor

  • Radnor, PA

Now more than ever, women are wearing multiple hats, both within the family structure and in the workplace. These roles often include caregiver, spouse, mother, employee, employer, professional, and executive — in varying degrees of time/life commitment. You may have not needed, or even chosen, to assume the role of financial decision maker. But now you find that you’re facing this added responsibility. Because of this, Wealth for Women was created to support women in transition: divorce, widowhood, retirement, inheritance, women business leaders, heads of companies, entrepreneurs, professionals.

The services we provide along the path include financial planning for retirement savings, cash flow, social security, insurance, trusts, gifting, and estate management. We also offer investment management and produce income and growth necessary to meet your financial needs, at your risk-tolerance level. By frequent reviewing and reassessment, we gauge investment returns against expectations and current market conditions, knowing whether to take an alternative route or stay the course.

To learn more about Wealth for Women, please contact Valerie-Clark Roden, email: vcroden(at)hotalingllc.com or go to www.hotalingllc.com

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