August 15, 2017

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Helping Women and Their Families Simplify Finances and Grow Wealth

Financial Planning for Women, Wealth Management for Women, Financial Planning For Widows

Is it possible that you are worried or feeling overwhelmed about your finances because:
  • You wonder if you are making the best decisions to achieve your financial goals

  • You feel disorganized, confused and don’t have the time to stay on top of your finances

  • You want a partnership with a financial planner that provides an ongoing relationship

  • You are a recent widow and feel pressured and overwhelmed by all the decisions you have to make

  • You want a trusted financial planner who listens to you and communicates in a way you understand

  • You want to ensure that your loved one is cared for financially

Would you like to have confidence in the future? Feel secure? As a fee-only financial planner, I am a fiduciary and take an oath each year to put my clients needs above my own. I sell no products and receive no commissions. Instead, you pay me an annual fee that covers the expertise and financial strategy I provide. Together, we will meet regularly to make sure all of the pieces of your financial puzzle are working together to support your goals. Additionally, you will have full access to wealth management services at no additional charge whenever you have questions or your circumstances change.

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Financial Planning for Women

Women are more likely to be responsible for taking care of others and on average live longer than men. Women are also more likely to be the sole financial decision-maker late in life. Though educated and successful, earning more now than ever before, women often lack confidence in their ability to make financial decisions. [More]

Financial Planning for Widows

Dorsey Wealth Management is a fee-only financial planning firm, which means I am paid only by you. I do not sell products — such as: investments, annuities, or mutual funds I do not accept commissions or referral fees based on the advice I provide you Many financial planning firms base their fees on the amount… [Continue]

Financial Planning

When you know your investments, taxes, insurance, estate plan, retirement plan, and all areas of your financial life are being monitored and adjusted as needed, you can relax and spend your time pursuing your goals.

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Investment Management

Keeping up with the complexities of the investment world takes time. Ensuring that each investment fulfills its correct function and is appropriate for your unique situation takes objectivity. We offer both. Dorsey Wealth Management is a fee only financial planning firm that primarily serves Torrance, Redondo Beach, Hermosa Beach, Manhattan Beach and the Palos Verdes Peninsula. Fee-only financial planners are registered investment advisors with a fiduciary duty to act in their clients’ best interest. They do not accept any fees or compensation based on product sales. [More]