Jennifer Bahr
CDFA®, BFA™
Helping Single, Divorced and Widowed Women find Financial Security
State(s) Licensed: AZ, CA Insurance Lic. #4356200, CO, HI, ID, MO, MT, OR, RI, TX, WA
437 29th ST NE Suite C
Puyallup, WA 98372
Helping Single, Divorced and Widowed Women find Financial Security
State(s) Licensed: AZ, CA Insurance Lic. #4356200, CO, HI, ID, MO, MT, OR, RI, TX, WA
Customized Financial Advice for Women
The more I work with women, the more I realize how difficult it can be for them to have a conversation about their finances and their financial future. That’s why I take a different approach. For me, it starts with building a relationship based on open communication so I can learn about you, your life, and what matters to you most.
Together we develop a strategy that helps provide you with the security and confidence to:
• Protect your family
• Protect your financial future
• Analyze your financial situation before, during and after a divorce
• Strengthen your financial position through personal financial planning and asset management
• Explore tax-efficient ways to manage your money
• Transition your savings into retirement income
• Discover charitable and legacy strategies that fit your desires and wishes
How to Get Started:
1. Reach out using the "Book my into appointment" link above to schedule an appointment directly on my calendar or the "Ready to Connect?" form below for more information and we will contact you.
2. We get together and have a complimentary discussion around you and your finances.
3. We develop a customized strategy for you and I help you execute it.
I work with women in the Puyallup, Bonney Lake, Lake Tapps, Sumner, Tacoma and South Sound region along with those located in the greater Washington area, Arizona, California, Colorado, Florida, Idaho, Montana, Oregon and Texas.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
