Services

A Complete Range of Retirement Lifestyle Protection Planning® Services Customized for Women

The good news is that women today are living longer than ever. The bad news is that women today are living longer than ever. That can have a significant impact on how you handle your money, and the quality of your life, as you transition through the various stages of your retirement journey.

At Woman’s Worth®, we understand the issues women face, whether you are single, married, divorced or widowed. Women today manage 62 percent of all wealth. Surprised? Managing it well and managing it appropriately is more important than ever. The services we offer focus on:
  • Creation and growth of wealth
  • Reducing risk to life savings
  • Lifetime income planning
  • Integrated Retirement Lifestyle Protection Planning®
  • Estate and legal planning for you and your heirs
  • Reducing tax liability
  • Healthcare, Medicare and Medicaid planning
  • Most of all, building financial independence
The Woman’s Worth® Approach
We start by getting to know you—your past, your plans, your health, your emotions and your dreams your fears, concerns, etc.. Only then can we examine and analyze your financial situation and formulate plans to help you reach your goals. And don’t be surprised if we have a bit of fun along the way!

The plans we share with you will reflect a healthy balance between getting you where you need to be and arriving there with a peaceful mind, an enlivened spirit, and a healthy body.

Most importantly, we examine your total life situation, making sure your assets are in the right places and that your overall risk is lessened by appropriate strategies that help achieve your dreams and desires—whether it’s healthcare protection, leaving a legacy to your family, or making sure you are not a burden to your loved ones.

It’s also important to know that we can offer as much or as little assistance as you need because ladies, it’s about your Total Well Being. Whether you’re seeking just an opinion or are looking for a comprehensive approach to your financial life, we’re more than happy to help. Your financial independence and security deserve a second opinion.

Contact Information

222 Indianapolis Blvd., Suite 201 Schererville, IN 46375

OUR LOCATION

Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to PCA’s investment advisory/management services. Deborah Cundiff is an Investment Advisor Representative of PCA. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

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