Women Investors want personalized financial planning
Trusted wealth management
Today, women control a third of total US household financial assets. Women are increasingly taking responsibility for making their households’ financial decisions, and we know you need wealth management that is personalized and crystal clear. At Wilson Coker Wealth Advisors, we understand a women’s distinct needs and preferences.
Thinking about the future
- Do you want options when making your financial decisions?
- Have you entered into a new career path or life change?
- Are you concerned about ever-changing tax liabilities?
- Is planning for your financial future new to you?
- What are your plans for your retirement?
- When are you going to be able to retire?
Educated & involved in your future
While all women are unique, many face similar challenges, such as time away from careers to care for family or aging parents, the likelihood of marrying later in life, or finding yourself suddenly single from a divorce or outliving your spouse or partner. How you approach these things may be different. Doesn’t it make sense to be as educated and involved as possible regarding your finances? We think so.
Educated & involved in your future
While all women are unique, many face similar challenges, such as time away from careers to care for family or aging parents, the likelihood of marrying later in life, or finding yourself suddenly single from a divorce or outliving your spouse or partner. How you approach these things may be different. Doesn’t it make sense to be as educated and involved as possible regarding your finances? We think so.
Shape, plan, and execute your ideal financial future
You want to establish a relationship with a wealth management advisor you can trust to help you maneuver through complicated regulations and create a timetable to help you reach financial independence. Our investment advisors are keenly aware that your perfect advisors will be dedicated to spending the time you need to shape, plan, and execute the ideal financial program to meet your goals.
Have an Active Vision, Strategy, & Roadmap to Reach Your Goals
There are now many opportunities in finance for women. If you want to take on the leadership role in your personal retirement goals and look for financial advisors on your team, look no further. The team at Wilson Coker Wealth Advisors is the ideal match. We offer financial planning that is comprehensive, flexible, and transparent.
Have an Active Vision, Strategy, & Roadmap to Reach Your Goals
There are now many opportunities in finance for women. If you want to take on the leadership role in your personal retirement goals and look for financial advisors on your team, look no further. The team at Wilson Coker Wealth Advisors is the ideal match. We offer financial planning that is comprehensive, flexible, and transparent.
Let's Get started
Let’s set up a meeting to discuss your key financial goals, answer any questions, and put your needs front and center. Call today to schedule an appointment at 479.755.2050 or fill out the following form, and one of our team will contact you to get the conversation started.