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Full-Service Wealth Management for Independent Women Who Want More

Have More clarity. More freedom. More confidence in what you’ve built—and how to use it.

“It’s not just about managing wealth. It’s about building a financial life that feels aligned, intentional, and truly yours.”

During the interview with the Founder of Align Financial Solutions, Hazel Secco, CFP ®, CDFA ®

Who We Love Helping

We specialize in working with independent and decision-making women who are ready to step into the next chapter of their financial life with clarity and confidence.

independent Woman

Independent Women

As a financial planner for women, We help single and decision-making women feel confident about their financial future by becoming a lifelong partner. Our goal is to build a strong, supportive relationship to help them align their money to the life they truly want.

Corporate building

Women In BioPharma

We help executive women in pharma and biotech, who have worked so hard and climbed their corporate ladders. They have been diligently saving through all corporate years and now they want something more fulfilling.

divorce

Women after divorce

We specialize in retirement planning for women after divorce. We have a profound understanding of women’s financial challenges post-divorce as a Certified Divorce Financial Analyst.

customer care

Widowed Women

We have helped many widows rebuild their wealth after their loss. Through our unique approach with empathy and collaboration, they gain control over their financial future and make well-informed decisions.

student

Enthusiastic Students

We help women who are motivated to understand their finances and improve their financial futures. We guide them to make informed decisions. They are often ready to make changes to enhance their financial future.

collaboration

Good Listeners

We help individuals who are open-minded and eager to take advice from industry professionals. Typically, they are motivated to optimize their financial life without sacrificing too much of their free time and energy.

What We Offer

As a full-service firm, we provide more than just investment advice—we offer a collaborative, ongoing relationship that helps you align your money with your life.

Investment Management

Customized Portfolios

Portfolio Income Strategies

Performance Reporting

Risk Tolerance Review

Sustainable Investing

Retirement Planning

Asset allocation

Tax-efficient Distribution

Income Distribution Optimization

Required Minimum Distribution (RMD)

Tax Planning / Analysis

Tax Harvesting

Capital Gain/Loss Management

Roth Conversion Strategy

Estate Planning

Trust & Beneficiary Coordination

Tax-Efficient Wealth Transfer

Charitable Planning

Family Legacy Planning

Estate Planning Review & Updates

Social Security Maximization

Social Security Retirement Benefits

Maximize Social Security Benefits

Survivor Benefits

Spousal Benefits

Risk Management

Comprehensive Policy Review

Insurance Needs Analysis

Long-Term Care Insurance

Longevity Risk in Retirement

Liability Coverage Review

Align Financial Solutions and LPL Financial do not provide tax or legal advice or services. Please consult your tax or legal advisor regarding your specific situation.

Navigating Life Transitions

We can help you rebuild your wealth and live the life you love.

Retirement Planning for Single Women

Our mission is to offer customized financial plans that align with the unique goals and values of women. We are dedicated to empowering women to thrive in their financial lives. Through our approach, we elevate, educate, and empower women, equipping them with a comprehensive understanding of their finances.

Acting as their dedicated accountability partners, we ensure they remain focused on their goals and values for their financial future.

We are independent financial advisors. We put your needs and goals first no matter what.

Divorce Financial Advice for Smarter Financial Decisions

As a CDFA® (Certified Divorce Financial Analyst), we specialize in divorce financial planning. Hence, we focus on assisting women in navigating the divorce finances.

With a thorough understanding of your divorce finances, we provide valuable insights to help clients gain clarity about their financial landscape before, during, and after divorce.

Our services encompass a thorough analysis of cash flow, an assessment of tax implications on assets, and running projections for retirement scenarios.

We are passionate about helping women gain financial independence after divorce. It’s our mission to help them have a clear understanding of their new financial future.

Financial Planning for Widowed Women

Widowhood can be lonely and overwhelming. We understand the challenges they encounter and offer guidance to help them navigate their financial future. We are the advocates for their financial and mental well-being.

Our services include evaluating their cash flow requirements, developing strategic plans to minimize disruptions, and maintain their pre-loss lifestyle. Losing a loved one is hard. We aim to make the financial transition smoother so that you can focus on your mental and physical wellbeing. Check out our process to learn how we work.

Get In Touch Today

Let’s chat to see if we’re a good fit for each other.