Women & Individuals

At Bent Tree Trust Advisors, we serve many women and single individuals, including those who may be divorced or widowed, who desire comprehensive financial, tax, retirement, and estate planning advice. As fiduciary financial advisors dedicated to explaining things clearly and educating the community at large about financial matters, we have found that often women and single individuals just need to feel more confident about what they already know. Even though women in general still earn less in America and are often forced to leave the workforce to care for children, elderly parents, or family members who fall ill, they also tend to live longer, and inherit more, meaning they need specialized help.

In addition to helping you invest wisely so that you can keep market risk to a minimum, we also help you protect yourself against risks like developing a disability and having to find a way to pay for expensive long-term care if you develop the need for it. We’ll help you develop income streams if you want to retire, and pass on tax-advantaged wealth to your chosen beneficiaries or charities. We provide comprehensive financial planning which includes helping you minimize taxes yearly and for the long term. If you have children, we recommend you bring them in early so they understand the big picture, and we’re happy to help them with their own finances as well, even if they’re just starting out.