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putnam.sally@nowfinancialaz.com
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Your Life. Your Financial Professional.

From wealth management to retirement solutions, our professionals can help women pursue their financial goals.

Who We Serve

Who We Serve

Don’t go it alone. Whether you’re a first-time investor, reimagining your retirement, or anything in between, you may benefit from a team of financial professionals in your corner.

We specialize in helping women who are:

  • Widows
  • Divorcees
  • Small Business Owners
  • Pre-retirees

Women and Investing

Women face unique challenges when it comes to achieving financial freedom and solvency. This whitepaper explores the investing pitfalls women—and all investors—should avoid when taking control of their financial futures.

Knowledge and Skill At Your Service

Most advisors focus on saving or accumulating for retirement, which is very important. But few have the same knowledge or expertise on the second part of retirement planning which is creating the income needed. 

Some advisors will help you address how to financially handle dying too young. But many will not address the second half of that equation, what if I live too long? 

Life creates a lot of twists and turns which often includes the loss of a spouse, either through death or divorce. 

NOW Financial has the knowledge and expertise to help guide you through these scenarios.

Let's Talk

Feel free to schedule a time to discuss whether working with us is the right solution for you.

Schedule a Meeting

We help women bridge the investment confidence gap.

Client Centered

  • Get educated and started on your investment journey.

  • Protect your family at every stage of life.

  • Develop a roadmap as unique as you are.

  • Get guidance if you see change ahead.

Our Services

Specializing in the unique needs of women.

Wealth Accumulation   

Wealth Accumulation   

  • Portfolio Review                             
  • Asset Allocation     
  • Risk Based Wealth Building Strategies     
  • Divorce Financial Planning   
  • Debt Management                   
  • Cash Flow Analysis
  • Lines of Credit
Learn more
Retirement Planning

Retirement Planning

  • Goal Setting & Review
  • Social Security Planning 
  • Annuity & Pension Plan Review   
  • Retirement Income Strategies  
  • Medicare Planning 
Learn more
Estate Planning    

Estate Planning    

  • Inheritance Account Transfer
  • Estate Tax Planning
  • Legacy Review
  • Inheritance Distribution
  • Beneficiary Titling Review    
  • Charitable Gifting Strategies
Learn more
Tax Planning

Tax Planning

  • Account Location Plans
  • Roth Conversion Plans
  • Tax Loss Harvesting
  • Tax Return Review
  • Tax Efficient Distribution
  • Withdrawal Strategies
Learn more
Insurance

Insurance

  • Long Term Care Planning
  • Insurance Review
  • Risk Analysis 
  • Caring for Elderly Parents
Learn more

Schedule a Complimentary Consultation

If you believe you could benefit from working with a financial professional, let’s schedule some time together to see if we’re a good match for you.

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