Investment Advice For Women

The White Paper You MUST Read!

When it comes to making investments, women tend to be quite a bit more conservative about taking risks, which can be a problem because investing is as much about taking risks as it is about return! It tends to be easier for us to allow other people, such as our partners, to make the important decisions for us.

Financial success is about educating yourself and learning how to make smart decisions for you and your family. Here at JKL Wealth Management, we provide investment advice that is tailored to meet the more complex needs and financial challenges faced by women, who not only tend to spend more years in retirementbut whose earning power also tends to be compromised by important life events, such as raising a family.

JKL Investment Advice for Women

Investing is fundamental, because it can see your money working for you even when you aren’t or can’t be at the office. The right investment strategy can allow you to become financially secure and independent, which can become exceptionally important to women who are experiencing relationship difficulties, such as divorce, and cornerstone life events, such as educating children and retirement. How are you going to make provision for financial emergencies? What might happen if you lost your spouse?

A good investment strategy is paramount to the financial success of the modern woman. Here at JKL Wealth Management, we will help to educate you and empower you to make your own investment decisions. We will help you to set clear financial goals, and create an investment strategy to achieve those goals. We can also help you set up an emergency fund and retirement plan, to ensure that both you and your family are well taken care of, come what may.

Our investment advisor keeps a constant watchful eye over your portfolio and, should we see any trends that may negatively or positively affect your investments, we will discuss new ideas we think will fit well with your financial situation.

Click on the following links for individualized investment and financial advice for women:

Let’s Get Connected!
If you have any questions or would like individualized wealth management advice, please contact JKL Wealth 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