Contact us TODAY for your complimentary financial consultation!
Wealth to Women
305 Spindrift Dr. Williamsville, NY 14221
When you use the form provided you'll receive our complimentary Thrive Package! This includes:
- How to Overcome the 7 Biggest Mistakes Widows Make When Planning Their Financial Future booklet by Jay R. Blanchard
- A guide to help prevent you from repeating some of the most costly mistakes women make following the death of their spouse.
- Moving Forward on Your Own: A Financial Guidebook for Widows by Kathleen M. Rehl, Ph.D., CFP
- 10-Time Award Winner, this 80-page book features original paintings and inspirational quotes, as well as reflection exercises and personal stories.
- A leading authority on widows and their financial issues, and a widow herself, Dr. Rehl is passionate about inspiring her “widowed sisters” in transition. Her work has been featured in the Wall Street Journal, New York Times, CNBC, USA Today, AARP Bulletin and more. Her presentations are enthusiastically sponsored by financial firms, industry affiliates, nonprofits and professional organizations.
- Jay Blanchard's biography and a feature magazine article in Proactive Advisor Magazine
- To provide a better insight as to who I am, what I value and how I approach financial planning.
- A bookmark as a complimentary gift to you.