Empowering Women’s Financial Futures
WITH VALKYRIE VISION AND STRENGTH
Trust Yourself. You can do this.
At Wise Women Prosper, we champion women’s financial well-being. Under the leadership of Veronica Aguilera, a seasoned financial advisor, and Ashley Lundberg, an experienced financial educator, our team combines extensive knowledge with genuine compassion.
We understand women’s unique challenges in financial planning, such as longer life expectancies, career breaks for caregiving, and the gender pay gap. Our practice is specifically designed to address these issues, offering personalized strategies that empower women to achieve financial security and flourish in retirement.
The logo of Wise Women Prosper proudly features the iconic Valkyrie—a powerful female protector and guide from Norse mythology. This symbol represents our role as advisors and guardians of our client’s financial futures and embodies the spirit and strength of the women we serve.
Veronica Aguilera and Ashley Lundberg
― Spotlight Video ―
Empowering a Woman’s Financial Journey
Discover our wide range of financial solutions, thoughtfully tailored to support you through every stage of your life’s journey. Whether you’re managing the demands of a career, taking time off to care for loved ones, or navigating major life transitions like divorce, our comprehensive wealth management, strategic business planning, and personalized investment strategies are designed to help you achieve your financial goals with confidence and clarity. We’re here to empower you to secure your financial future and protect what matters most to you.
Retirement Income
After years of dedication and sometimes stepping away from the workforce to care for loved ones, retirement is approaching. Transforming your accumulated wealth into a reliable retirement income can be challenging. We offer straightforward, comprehensible plans that provide lasting peace of mind, helping to ensure you can enjoy the retirement you've worked so hard to achieve.
Estate Planning
Your legacy is precious, and protecting it is paramount. Estate planning safeguards your loved ones and ensures the smooth transfer of your assets. Whether you're passing down family treasures or managing the complexities of divorce, our attorney partners help secure your legacy and honor your wishes, providing stability for your family.
Life Insurance
Life insurance is a vital part of a comprehensive financial plan, offering protection for your family in case of your passing. Beyond that, it provides benefits during your lifetime, such as financial flexibility and security. We'll illustrate how life insurance can bolster your financial safety net, ensuring peace of mind now and for the future.
Business Succession
As a woman who has built a successful business, planning your exit strategy is crucial. Whether you're passing the reins to your heirs, creating a plan for your employees, or navigating the complexities of splitting the value of a business in a divorce settlement, we are here to assist. We help you prepare for a smooth transition, ensuring your business continues to thrive.
Tax Strategies
Effective tax planning is essential in maximizing your retirement savings. Whether you’ve taken career breaks to care for your family or are managing the financial implications of a divorce, we work closely with tax specialists to retain as much of your earnings as possible. This ensures you have the resources needed to enjoy your retirement years fully.
Investments
We understand that your investment goals are unique. We create tailored portfolios that align with your objectives while minimizing fees. Our approach includes a mix of ETFs, individual stocks, and bonds, along with model portfolios that optimize efficiency. This strategy ensures your investments work hard for you, providing financial growth and stability.
Addressing women’s unique challenges
We understand women’s unique challenges in financial planning, such as longer life expectancies, career breaks for caregiving, and the gender pay gap. Our practice is specifically designed to address these issues, offering personalized strategies that empower women to achieve financial security and flourish in retirement. From tailored investment advice to comprehensive retirement planning, we are committed to supporting women’s economic well-being at every stage of their lives.
