• Valerie-Clark RodenNeighbor

  • Upper Dublin, 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

•Widow

•Retirement

•Inheritance

•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.

Investment Management — Producing income and growth necessary to meet your financial needs, at your risk-tolerance level.

Review and Reassessment — Gauging investment returns against expectations and current market conditions, knowing whether to take an alternative route or to stay course.

Contact me for more details about our Wealth for Women program (610) 688-0616 or HotalingLLC.com

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