Wealth Management for Women
Wealth Management for Women
At Mason Wealth Group, we strive to help women make informed decisions that will positively impact their current and future financial goals.
Our all-inclusive view goes beyond just investments; it’s a road map that puts you on track with your financial goals and life dreams. Working closely with you, we use a holistic process to help you develop a customized plan that integrates all aspects of your financial life.
As a female Wealth Advisor, Martina will take the time to get to know you, understand your unique needs and goals, and create a customized financial plan that is tailored to your individual situation. She will provide comprehensive financial planning services based on your unique goals and help you build a foundation of financial security that will enable you to pursue your goals and dreams with confidence.
Most of us hope that the financial decisions we make today will help us cover our wants and needs as we age. For women, understanding how your money can best work for you is even more critical, which means that we may need to be more intentional about our financial planning as the following financial conditions arise.
- Business Planning
- Buying or Selling Real Estate
- Charitable Planning & Philanthropy
- College Planning
- Divorce or Separation
- Empty Nest
- Estate Planning
- Expecting or Adopting a Child
- Health Concerns
- Inherited Wealth or Investment Gain
- Job Loss
- Loss of a Loved One
- Marriage
- Saving for Retirement
- Single Parenthood
- Special Needs Planning
-
Tax Management
We understand that these situations can be overwhelming. We will work with you to create a customized plan that takes into account your current and future needs and will also help you make informed decisions about your investments and estate planning. You can count on us to provide you with the knowledge and support you need to build financial security.