Building Wealth as a Female Entrepreneur

At Pachira Wealth Management, we love working with female business owners. We appreciate the hard work it takes to strike out on your own and build your business dream. We can provide the specific financial guidance every business owner needs to manage their wealth, limit their risks, and plan for a bright future.

We have the experience to help you strategize for all of the essentials–how to structure savings, retirement, and investment plans while running a business. By partnering with a wealth management team for women, we can work together to pursue your financial growth.

An entrepreneur’s financial needs are singular and specific.

We start with a comprehensive look at your business’s cash flow, so we can fully understand your expenses and budget. We make a plan for “slow seasons” and help you budget for 3-6 months of living expenses.

We explore your best options when it comes to disability insurance. When you are your own boss, you are also your own safety net. If your ability to work is unexpectedly altered, what happens to your financial independence? Disability insurance is an investment in the safety and stability of your business. We can also discuss business overhead expense insurance for business owners with overhead. Disability insurance replaces earned income, but business overhead expense insurance can keep the shop’s lights on, the rent paid, and your employees provided for.

Business owners also have different retirement planning needs than employees who contribute to a company’s 401k. Whether you opt for an IRA, Roth IRA, Simple IRA, or SEP IRA, we’re here to help guide you to the retirement savings options that will best fit your needs. We can also help you navigate a succession plan, ensuring the future of what you have worked so hard to build.

When it comes to investments, entrepreneurs need more cash on hand, an excellent line of credit, and more capital than a more traditionally employed person. We can give you the tools to meet these goals, giving you confidence as you focus on your business’s growth and expansion.

We love watching women flourish! Whether you are just embarking on your entrepreneurial dream or are ready to level-up your business strategy, our Pachira consultants are here to understand your unique needs and set you up for success.

Registered Representative of LPL Financial.  Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.