Women’s Financial Planning & Freedom

ML&R Wealth Management understands that women face unique concerns when planning for their future, and are often misunderstood by their financial advisors. Because of this, our team of financial advisors for women has created a custom wealth management plan to align your personal, professional, and family goals.

Common Factors That Impact Women’s Financial Planning

There are several hurdles that women must overcome as they plan their financial success. These factors often mean that women must develop financial plans with unique strategies.

We understand not only the wage gap but the investment gap that impacts women today. Women live longer, continue to earn less, and invest differently than men. This creates a challenging financial dynamic that we are experienced in navigating for our clients.

Working with a team that is familiar with women’s financial planning positions your long-term strategy in a way that secures your cash flow, retirement, and investments. By maintaining a financial plan and being aware of common financial mistakes, you can maximize your potential for success.

Services Focused On Security

Given women’s unique financial planning challenges, ML&R Wealth Management’s team of advisors devise plans to help women find financial independence and security. Whether married or single, many women wish to manage their assets independently. Our team is dedicated to helping women achieve financial freedom through the following advisory services:

Setting Goals and Objectives
Managing Executive Compensation and Benefits
Budgeting, Cash Flow Planning, and Retirement Projections
Coordinating with Taxes and Investments
Coordinating with Taxes and Investments
Transitioning Wealth Between Generations

While these financial advisory services are important to all individuals, our team uses unique investment strategies and tactics for women’s financial planning. We are here to work through any life transitions you may have, such as a career change, divorce, the death of a spouse, the care of aging parents, or the support of children. ML&R Wealth Management will match you with one of our financial advisors for women to guarantee that you have a direct, personal relationship with your advisor, whom you can call whenever you have financial questions or concerns.

Improve Your Advisor Relationship with ML&R Wealth Management

ML&R Wealth Management remains committed to women’s financial planning. Our advisors are dedicated to helping women gain financial independence through sound wealth management services that align with each woman’s personal, professional and family goals.

For more details on our advisory services dedicated to women’s success, contact us today and schedule a free consultation. And for more professional insights on women and financial freedom, learn more about our partner, Stuart Vick Smith.