Are You Ready for Retirement?
At Dorsey Wealth Management, we understand that preparing for retirement is about more than money—it’s about creating a life of security, freedom, and confidence. Many women who have done a great job saving for the future face unique challenges as they transition into retirement, and as a woman-owned firm, we’re here to guide you every step of the way.
Your Retirement Should Be a Time of Freedom, Not Worry
We specialize in addressing the key retirement concerns of women:
- Outliving Your Wealth: Retirement should be a time to enjoy life, not worry about running out of money. Our personalized strategies are designed to support the longevity of your wealth.
- Planning for Healthcare and Long-Term Care Costs: Rising healthcare expenses and potential long-term care needs can be daunting. We work with you to build a financial plan that helps prepare for these costs.
- Maintaining Financial Independence: Whether you’re managing finances alone or planning for a secure future, we’ll empower you to make informed decisions and stay in control of your financial life.
How We Help
At Dorsey Wealth Management, we provide:
- Customized financial planning tailored to your unique needs and goals on an ongoing, personalized basis.
- Clear strategies aimed at transforming your savings into sustainable income.
- Tools and resources to help you feel confident about your financial future.
Let’s Plan for a Confident Retirement
You’ve worked hard to build your wealth—now it’s time to make the most of it. Let us help you retire with confidence and peace of mind.
What Makes Us Unique
Our Unwavering Commitment
Our unwavering commitment to empowering women on their financial journeys sets Dorsey Wealth Management apart. As a woman-owned firm, we understand the unique financial planning needs of women who want to be actively engaged in managing their wealth.
Focus on Women
Our mission is to assist women in pursuing their financial goals, especially those nearing retirement or recently retired. We provide a personalized approach that thoroughly prepares our clients for all stages of life's financial twists and turns. With us, you gain not just a financial advisor, but a partner who shares your passion for financial independence and stability.
Simplicity
We believe in simplifying the often complex world of finance. We speak to you in plain language, eliminating unnecessary financial jargon so you can fully understand your financial strategies and decisions.
Transparency
Our commitment to transparency extends to our fee structure, which is straightforward and free of hidden costs. As a fee-only financial planner, our compensation is solely tied to the fees paid by our clients, aligning our interests entirely with yours.
Financial Duty
We take pride in our fiduciary duty and are legally bound to prioritize your best interests. We provide you with the highest standards of ethical and professional conduct in every aspect of our partnership.
With a comprehensive financial planning approach that integrates all facets of your financial life, we provide tools to help you prepare for a fulfilling retirement.
Our Services
Dorsey Wealth Management is a fiduciary, fee-only financial planning firm located in Torrance, California, and serves clients throughout California and the United States. As a boutique firm, our top priority is to provide the personalized attention you deserve. Dorsey Wealth Management offers a suite of services designed to support your journey toward financial stability and a comfortable future.
From investment management to personalized retirement income planning and implementation, as a CERTIFIED FINANCIAL PLANNER® professional, we help you navigate the complexities of wealth management. Our tax planning strategies are designed to identify opportunities for potential tax savings. Our Social Security and Medicare strategies assist you in making informed decisions about your healthcare and retirement income, while our estate preparation and legacy planning services give you the confidence that your loved ones will be well cared for. With our guidance, we can help you build, preserve, and transfer wealth while enjoying your financial freedom.
Who We Serve
Our primary focus is serving women and couples who are approaching retirement and are dedicated savers seeking a trusted financial advisor. As fiduciaries, your best interests are our top priority, and our fee-only model ensures that we do not earn commissions on recommended investments. Your financial well-being is our number one priority.
Our clientele consists of individuals who understand the unique financial challenges faced by women, such as the prospect of living longer than men, fewer years of earned income, potentially lower retirement benefits than men, and the escalating costs of healthcare.
Reflecting on your financial journey, can you relate to the following questions?
- You enjoy your career, but wouldn’t it be nice to know you could retire whenever you wanted?
- After years of working, you have decided it’s time to retire. But do you feel prepared?
- You are retired, but do you have a plan in place so you can enjoy retirement without worry?
- Is a new career or starting a business calling you? Put a plan in place so you can start the next chapter in your life.
Through ongoing collaboration, we are here as your ally to offer the guidance and support you need to address these concerns and help you navigate the path to a financially stable retirement.
Take a look at our case studies to hear how we’ve helped women just like you.
Our Retirement Planning For Women Featured In
