Financial Planning Poway

The White Paper You MUST Read!

Minority and Female-Owned Businesses Help to Fuel the Economy, According to Financial Planning Firm near Poway, PART 3

Financial planning Poway

Wealth management Poway, PART 1
Asset management Poway, PART 2

Welcome to the third 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” and “asset management Poway” links to read Part 1 and 2 respectively.

Poway Asset Management: Strategic Investing for the Future, Continued

In addition to crafting a detailed and unique financial plan, Poway residents will also need to invest strategically for your future. You won’t always have the power to earn what you earn today and making provision for retirement is something that should begin as soon as possible: the earlier the better. Interestingly, though, there seem to be some very important differences between the way male and female Poway residents choose to invest and these differences also reveal themselves in the way that the genders run their businesses.

The Difference Between Male and Female Investment Strategy

There is a financial planning approach taken by Poway women that often does work out in their favor. “My women clients want to make sure that they accomplish their goals and that they don’t have a lot of risk and a lot of downside involved in it,” says financial planner serving Poway and surrounds, John Lohrenz. “They will do their research and ask for advice, so that they can make the most educated decisions as possible.”

Sure, risky investments can yield fantastic payouts, but they may also see Poway residents losing much of their principle investment if they aren’t careful.

To Continue Reading, Click on the Following Link:
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
Email: john.lohrenz@lpl.com

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 – boasting a population of about 47,811 people – is a city nestled in San Diego County in California, United States. The city runs under a council/manager type of government where the City Council is made up of five members. This council then elects a member to be Deputy Mayor, while the public chooses a Mayor to run the city’ operations. For travelers, flights into Poway arrive at the San Diego International Airport and the Metropolitan Transit System provides transportation into the city. With regards to employment, the Poway Business Park located in the southern region of the city is the largest employment center, as it has about 500 businesses within it with an estimated 17,000 employees.