Becker Retirement Group presents Woman’s Worth® Providing Lifetime and Income Planning for Women by Women
BELLEVUE, Washington (PRWEB) May 02, 2017 -- Award-winning retirement planning firm, Becker Retirement Group, presents Woman’s Worth®, focused on providing life and income planning services specifically to women due to the unique challenges they face, and attributable to longevity and related life issues.
Woman’s Worth was founded by Jeannette Bajalia, Founder and President, after experiencing firsthand the lack of expertise in the financial services industry in addressing issues relevant to women near or already in retirement.
Arwen Becker, Principal Financial Adviser and co-owner of Becker Retirement Group and Becker Wealth Advisory, is one of the first wealth management firms in the country to implement this exciting, fresh approach to retirement planning.
“Jeanette pointed out that we have an entire financial services industry that is not responsive to the needs of women, are not considering all the components of life and income planning, the components of health care needs, nor the impacts of caregiver responsibilities,” Arwen explained. “The purpose of Woman’s Worth® is to bridge that gap. Women have very unique needs, and this process is completely customized to those needs. Statistics are firm showing that 80% of women will be widowed, and are more likely than men to live below the poverty line during retirement- and while women are concerned about the possibility of not having enough money throughout retirement, they don’t want to be a burden and ask for help. I’m so excited to be able to offer such a unique service to the Seattle and Tri-Cities area.”
Using a three-step process, Woman’s Worth® offers a complete range of life and income planning for women by women.
“In the first meeting we collect information while clients get to know us. We learn about their values, goals and objectives, and what their income needs are. We discover what some of their pain points are - what keeps them awake at night.”
Arwen continued, “Step two is where we share our analysis of the clients given information. We present any visible gaps and detail where they might be at risk, then we feed that back to them with a series of recommendations. In the third step, we say ‘here is our assessment, here is our advice, and here is our suggested direction.’ It is up to them to decide how or if they wish to proceed.”
More information may be obtained by calling Becker Retirement Group at (425)822-8282 or visiting the Becker Retirement Group Woman’s Worth web site at http://www.beckerretirement.com/womansworth.
Heather Davis, Becker Retirement Group, http://www.beckerretirement.com, +1 425-822-8282 Ext: 114, [email protected]
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