Just for Women
Prestige Wealth Management Group offers programs specifically designed to guide women who have been through a difficult life change to financial independence. Our Wealth Advisors understand the unique needs of women at a crossroads in their lives who are well-educated, but not necessarily well-versed in financial planning. They will educate you about the financial markets and risk, while providing sound financial advice throughout the process to help you meet your new challenges with strength and confidence.
We utilize a 6-step process to identify the specific issues women may face, such as divorce or loss of a spouse. Our program for women includes:
A personal, in-depth interview to create a solid financial plan
Education on the financial markets and risk mitigation strategies
Consultation on a new estate plan that may include updating of beneficiaries on retirement accounts, such as 401(k) plans and IRAs
A Personal Insurance Analysis — evaluates current coverage of property, casualty, umbrella and life insurance to determine proper coverage at better rates*
A Mortgage Analysis — Although Prestige Wealth Management Group does not transact mortgages, we have a network of mortgage brokers and banks with whom we work to ensure that the mortgage fits within our clients’ overall financial plan*
Development of a budget, savings and investment plan
Personal Wealth Advisor that understands the unique nature of your situation, and is there to guide you every step of the way
Additional Customized Programs:
Private Vaulting Services — enables you to electronically organize and store your important financial planning documents, such as estate planning documents, tax returns, insurance policies and other legal documents.
Special Report – What Would Women Investors Have Done Differently Prior to the Economic Collapse?
Women, more than men, wish they had done things differently prior to the economic collapse, according to a new survey conducted by Spectrem’s Millionaire Corner.
* Consulting service only. Does not include insurance or mortgage implementation services. If requested, such services can be provided separately on a separate commission and/or fee basis by corresponding licensed professionals, including insurance professionals associated with Prestige Wealth Management Group.
Call us at 908-379-8813 or click here to schedule a complimentary, no-obligation appointment.