Services

Financial Planning for Women

Today’s women investors are more educated, earn a significantly higher income, and assume a more powerful role in the workplace than those in previous generations. However, women continue to face many challenges including earning less than men, being a solo parent, the greater likelihood of needing long-term care, and/or being a widow. Also, many women still aren’t receiving the same level of respect from their financial advisor as men do.

At Partnership Wealth Management, we have seen women experience personal and financial highs and lows first hand. We understand the challenges that women face and have experience helping our clients through them. Of course, we treat every client with respect and take them time to help our clients make smart decisions with their finances.