We Know the Importance of a Financial Advisor for Women
Pearson Financial Planning seeks to be the resource that all women can work with in order to be financially successful. However, there are several areas in which we specialize.
Our Areas of Expertise
Divorcees
Women going through a divorce need to know before the Divorce Decree is signed, what their financial options are, what will life look like after the divorce and how to plan for the future. Understanding the assets, liabilities, income and expenses help a client make a better informed decision.
We provide crucial financial guidance for divorced women in Pittsburgh. We serve as a dedicated financial advisor for divorced women.
Widows/Widowers
The loss of a spouse or partner is one of the most painful experiences an individual can go through. It is hard to imagine life without them. Women need to know who they can turn to and trust in making financial decisions during a time that they really don't want to focus on those issues. Pearson Financial Planning can assist clients with complex issues like retitling assets and Social Security. We serve as a trusted financial advisor for widows and widowers.
LGBTQ Community
The LGBTQ community and same-sex couples have some unique financial planning issues including; employee benefits, whether to marry or not, child custody laws and estate planning to name a few. Working with a LGBTQ financial advisor helps clients identify and address these issues properly.
New To The Workforce/Job Changers
Pearson Financial Planning works with women who are entering the workforce, transitioning to new careers, or changing jobs, helping them navigate key financial decisions around salary, employee benefits, taxes, and personal expenses. We can help them develop or revise a savings plan or budget to achieve their goals both short-term and long-term. We are an excellent resource for any woman seeking financial advice for career changes.
Pre-retirees and Retirees
We work with women who have worked hard their whole lives and are getting ready to start the next phase of their lives. We help them understand their choices of Social Security, Retirement Plan options including Required Minimum Distributions, Long Term Care insurance, and Health insurance. Our service is especially valuable as a financial advisor for women approaching retirement.
This list covers a only a few of the areas Pearson Financial Planning serves. Contact Us today to determine if we're the right fit for you.
Fee-Only Financial Advising for Women
Why fee only? The fiduciary standard requires an advisor to put a client's interest first, therefore avoiding conflicts of interest. We believe that this is the most transparent and objective method available to service clients. This commitment ensures that the advice you receive is always in your best financial interest, allowing us to build a transparent, trusted relationship with you that is designed to last.
You deserve a financial partnership based on trust, transparency, and a dedication to your success. Our fee-only financial advising for women is the advantage you've been searching for.