Asset Management Poway

The White Paper You MUST Read!

Minority and Female-Owned Businesses Help to Fuel the Economy, According to Asset Management Firm near Poway, PART 2

Asset management Poway

Welcome to the second installment of this four-part series on how women have contributed enormously to the economy of the United States and how differences in gender investment strategy have arisen in different tiers of financial success. Please click on the above “wealth management Poway” link to read Part 1.

The Key to Small Business Success in Poway

By the age of 65 and older, 50% of women in Poway and across America are either widowed, divorced or are single by choice. This means that personal asset management falls 100% into their own hands and they are completely in control. This also means that it’s especially important that issues of retirement, the future of their business and other key financial concerns are fully addressed, because there is no back-up plan.

At JKL Wealth Management near Poway, San Diego CA, asset management professional John Lohrenz helps women clients to develop their personal goals, retirement goals and their business so that they can enjoy complete financial security, independence and success. The first step, Lohrenz says, is to perform a comprehensive analysis of your net worth, which is of course your total wealth minus your debt and expenses.

The key to financial success is having a complete and detailed understanding of your financial picture and allocating funds to your professional life and business accordingly. This step is extremely important and yet, “Sometimes Poway business owners get so busy with the day-to-day workload that keeping an eye on their overall net worth is lost,” says Lohrenz.

Poway Asset Management: Strategic Investing for the Future

How can you know where you’re going when you don’t know where you are? And how can you fix the problems that are tripping up your business when you don’t know what they are? A financial snapshot of your current situation is extremely important because it enables Poway residents to create a strategic plan that, through the implementation of short, medium and long-term asset management goals will pull you and your business out of the red and into the black.

To Continue Reading, Click on the Following Link:
Financial planning Poway, PART 3
Retirement planning Poway, PART 4

Contact us!
If you want to get started on your journey today or would like individualized investment/financial advice from LPL financial advisor, John Lohrenz, please contact JKL Wealth Management at:

Phone: (858) 535-1705
Fax: (858) 535-1701

Alternatively, fill out the Contact Form and we’ll get back to you shortly.

Physical Address
731 S. Hwy 101, Suite 2K, Solana Beach CA 92075

Securities and Advisory services offered through LPL Financial, a registered investment Advisor. Member FINRA/SIPC.

About Poway, California

Poway – sitting 515 feet above sea level – was once an unincorporated society in San Diego County but became an official city in 1980. It is found within the state of California, on the southwestern coast of the United States of America. The name “Poway” is taken from the Diegueno and Luiseno Indian languages – the original inhabitants here. Due to Poway’s initial involvement in agriculture, many people currently mistake it to be an old Western-style city complete with cowboys, but it is far from that. The built up city provides residents with many entertainment opportunities, including boating and fishing at Lake Hodges, exploring avenues of history at Old Poway Park or having a unique wine tasting experience at Bernardo Winery. For those seeking the outdoors, a game of golf awaits at the several golf courses present in Poway.