Female-Focused Finances

We proudly are experienced in retirement and income planning for women.

Putting You First

So many women are used to thinking of everyone else before themselves, whether in their role as a wife, mother, sister or friend, often to their own detriment. But at 210 Financial, our team is committed to help ensure that your financial needs are being met, whether married or single, so you can face the future confidently and not be a burden on those you love.

Retirement Plans Tailored to You

If your goals include leaving a legacy, helping put your children through college or giving loving care to your parents as they age, we can help you with that. If your dreams are to travel more, buy your dream home or delve into a new hobby, we can help you with that, too.
It all starts with understanding your finances and building a financial strategy for success. Unfortunately, there are some myths that often stand in the way of women getting the financial help they deserve. We are changing that.


Myth 1:
My spouse will handle it.


Just 16% of women 85 and older are still married.1 That's partially due to women having a longer lifespan than men.2 And yet, women admit to knowing little about guaranteed sources of income and correctly answer only 25% of quiz questions related to strategies and products that are designed to maintain assets.3

At 210 Financial, we know women face unique challenges and we're ready to help empower you with the guidance you need.


Women have a heart for service and care deeply about what matters most to them. Some women may appear less focused on their finances, but only because they're busy sacrificing. For example, women make up two-thirds of America’s caregivers.4

Some women put themselves in the precarious position of relying too heavily on their spouse/partner and are sidelined or totally derailed when they are widowed, divorced or once again single after decades of marriage or partnership. We can help you prepare for potential challenges like these.


Myth 2:
Women don't take their finances seriously.


Myth 3:
Women don't have much money.


Women control 51% of U.S. personal wealth, and 96% of them have shared or primary responsibility when it comes to making family financial decisions.5 In addition, approximately $30 trillion in wealth will be transferred in the next decade, with women poised to inherit a large share.6 We're dedicated to helping you seize the opportunities in your financial life and pursue your dreams.

Don't let these myths stand in the way of taking charge of your finances and your future; you are too valuable to those around you. You are very capable and we will walk beside you in this process. You deserve better and it is our mission to leave you better than when you came in. Take that first step, it is always the hardest, but we will walk with you every step of the way!


1 Federal Interagency Forum on Aging Related Statistics. Oct. 14, 2020. Page 5. "Older Americans 2020: Key Indicators of Well-being." https://www.agingstats.gov/docs/LatestReport/OA20_508_10142020.pdf. Accessed March 16, 2022.

2 Social Security. “Retirement Benefits | What is your life expectancy?” https://www.ssa.gov/benefits/retirement/planner/otherthings.html. Accessed Feb. 8, 2022.

3 Center for Women in Financial Services. January 2021. “Women’s Retirement Literacy Report.” https://womenscenter.theamericancollege.edu/sites/womenscenter/files/Womens-Retirement-Literacy-Report.pdf. Accessed March 16, 2022.

4 Centers for Disease Control and Prevention. June 21, 2021. “Women, Caregiving, and COVID-19.” https://www.cdc.gov/women/caregivers-covid-19/index.html. Accessed Feb. 8, 2022.

5 Karen DeMasters. Financial Advisor. March 25, 2020. "Women Hold Majority of Personal Wealth, But Still Minorities in Advisory Field." fa-mag.com/news/women-need-to-lead-in-finances--consultant-says-54850.html?section=43. Accessed March 16, 2022.

6 Rebecca Lake. Investopedia. Updated December 28, 2021. “Women and the Great Wealth Transfer.” https://www.investopedia.com/financial-advisor/women-and-great-wealth-transfer/. Accessed March 16, 2022.