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Jump-Start Your Financial Plan For 2020! Thumbnail

Jump-Start Your Financial Plan For 2020!

It’s that time of year for a fresh start and new resolutions. What are your goals for 2020? Eat healthier? Exercise more? Strengthen your relationships? Advance your career? Although these are all worthy goals, I encourage you to consider one more: set up your financial plan. You know you should do it, but you keep it putting off. Why not make 2020 the year you finally cross it off your to-do list?

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Dorsey Wealth Management Is Growing!  Thumbnail

Dorsey Wealth Management Is Growing!

Dorsey Wealth Management is pleased to announce the newest addition to our team, Jan DeProspero! As an independent financial services firm, we always strive to offer exceptional service and focused, personal attention. Our goal is to have the expertise and experience needed to take care of our clients and help them on their journey toward their ideal future. We believe that our new team member will help carry out our mission and leave you with even more peace of mind that your finances are in good hands!

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The Top Financial Concerns Of Women Business Owners Thumbnail

The Top Financial Concerns Of Women Business Owners

It’s an exciting time to be a woman business owner. As of 2018, there are 12.3 million women-owned businesses, which equates to 4.3 percent of all firms. According to a SCORE report, women are slightly more likely to start a business than men. The success and growth of a business relies on a variety of different factors and components, but when it comes down to it, it all centers around finances. Namely, what needs to happen to increase revenue and streamline operations so that the businesses (and business owners) can both thrive for many years to come. Here are the top financial concerns women business owners are currently addressing.

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What We Do And How We Can Help Thumbnail

What We Do And How We Can Help

Are you concerned you aren’t making the right financial decisions for yourself and your family? You aren’t alone. Many successful women struggle to gain control of their financial future and don’t know where to start when it comes to creating a plan for their money.

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Why I Became A Financial Advisor Thumbnail

Why I Became A Financial Advisor

Like many, I’ve had more than one career. But my second career was not a result of an identity crisis or life change, but more of a natural transition based on seeing a need and desiring to meet it. Here’s my story of why I became a financial advisor.

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