Solutions for

Independent Women

Gain control, clarity and confidence in your financial decisions.

Do you need a financial advocate who can help educate and empower you to make sound choices?

If you desire to have someone to bounce ideas off of, or to bring new ideas to you for consideration, we can help. We specialize in serving all types of women, including divorcees, widows, women with inherited wealth, business owners, women in transition and breadwinners.

LET’S TALK

Many women seek our help when faced with various life events.

Our clients are looking for a trusted relationship in order to enjoy more financial security and feel confident when experiencing the following kinds of life events:

Assistance to a Family Member

Business Planning

Buying or Selling a Home

Charitable Planning & Philanthropy

College Planning

Divorce or Separation

Empty Nest

Expecting or Adopting a Child

Health Concerns

Inherited Wealth or Investment Gain

Loss of a Loved One

Marriage

Retirement

Single Parenthood

Special Needs Planning

Can you relate to these common concerns women face?

How do I make sure that I don’t run out of money?

I have assets, but how will I pay my bills?

I love my home, but does it make sense for me to stay here?

How much can I afford to help my children and family?

What is the best way for me to buy a new car or make a large purchase?

Do I need insurance to protect my children?

I want to stay independent, but who will take care of me if I become frail?

Who can make sure my attorney and accountant are collaborating on my behalf?

As new questions and situations arise, who can I rely on for advice?

We Can Help

We specialize in helping you make informed decisions to support your financial security.

ASK US

Benefits of Having Us as a Trusted Advisor

Reduced financial stress

Understanding and ensuring your personal financial security

Identifying opportunities to increase your income

Getting the most return from your investment portfolio at a comfortable risk level

A relationship with someone who knows you well and who you can trust

Making sure that as you age you have the care and assistance you deserve

Coordination with your other professional advisors, including accountants, attorneys, and bankers

Understanding what you can afford to spend and give to others

A dynamic plan that is renewed annually to keep you on track to meet your financial goals

Looking for a female advisor?

At Mission Wealth, we have both male and female advisors, but for those who prefer to work with women that specialize in helping other women, we have a solution for you. Each one of our advisors is passionate to share their expertise so that all women gain control, clarity and confidence in their financial decisions.