Financial Planning for Women at Every Stage of Life
Pachira Wealth Management is a financial firm that exists to support women through every phase of their lives.
We understand that women have financial needs that differ from men’s financial needs. Women statistically earn less than men, but live longer. They take less in Social Security benefits, often due to career interruptions. Women are more likely to become caretakers for others throughout their lifetime–for children, husbands, and aging parents–and they themselves are more likely to need long-term care because of their longer lifespans.
These are the financial facts of women’s lives that necessitate strong financial plans. At Pachira, we also recognize that different phases in women’s lives call for different strategies. We are here to help our clients make informed decisions during every stage—their career-building years, their midlife transitions, and their retirements.
As your priorities and needs shift throughout your lifetime, we develop comprehensive financial plans that meet the moment and anticipate the future.
During your career-building and mid-life years, we develop an investment strategy to manage your assets, create a budget and expense review, help grow your emergency fund and manage your debt, review your income sources and large expenses like mortgages and student loans. This is the time to maximize your earning potential and set goals for later in life.
As you prepare for your retirement, we explore your retirement goals, discuss options for annuities, pensions, IRAs, 40Iks, and of course Social Security and Medicare. We dive into long term care insurance, term vs. whole life insurance, your best health insurance options, and any plans you’d like to make for future generations in regard to wills and trusts.
Our personal, tailored financial plans will help you work toward your current goals, and prepare you for life’s inevitable twists and turns.
Our team of experienced advisors are here to listen, support, and encourage every woman who turns to us for professional financial guidance. We respond with empathy, and without judgment, establishing ourselves as a team with one shared goal — your success.
These are the benefits of partnering with a private wealth management for women firm that understands your unique financial needs.
Registered Representative of LPL Financial. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
