Navigating the world of personal finance can be complex for anyone, but women often face additional challenges and considerations. Women have unique financial needs that require careful attention and specialized support from their financial advisors.
That’s where Susan Carson, of Richardson Wealth / Morson Carson Wealth Counsel, excels.

In an industry that’s overwhelmingly staffed by males, Susan brings more than 25 years of experience to the table. Here are some of the things she focuses on:

Time Constraints and Responsibilities
As a woman, you’re often juggling multiple responsibilities, including caregiving, career, family and household duties. As a result, you may have had limited time to focus on your own financial well-being. Susan is an expert at helping her clients optimize their financial plans and develop strategies for now, and for the future.

Life Transitions
Life transitions such as marriage, divorce, childbirth, or the loss of a spouse can have significant financial implications for anyone, but especially women. During these challenging times, women need an advisor who can offer compassionate support and expert guidance to navigate complex financial situations.
Susan is also an expert at wealth protection. Are you about to get married? Are you dealing with an inheritance? Are you worried about protecting your property? Susan and her team have advice.

Empowerment Through Education
Many women are actively involved in managing their household finances, but they may lack the confidence or knowledge to make informed tax or investment decisions. Susan and her team specialize in working with women to help them make the right plans that work for them.

Income Disparities and Retirement Planning
Women, on average, earn less than men over their lifetimes and may spend fewer years in the workforce due to caregiving responsibilities. These factors can impact women's ability to save for retirement and accumulate wealth over time. Susan will help you develop the best strategies for you.
 
Estate Planning and Legacy
Estate planning is another critical aspect of financial management. Whether they are single, married, divorced, or widowed, women need to ensure that their assets are protected and distributed according to their wishes.

Tax Planning
Tax planning is an essential component of any financial strategy. Women may benefit from tax-saving strategies tailored to their specific circumstances, such as income-splitting opportunities, tax-deferred savings vehicles, or credits and deductions available to them. Susan and her team can help you minimize your tax burden and optimize their financial outcomes.

Advocacy and Representation
Finally, women benefit from having an advocate who understands their financial goals and advocates on their behalf. Whether negotiating a divorce settlement, discussing investment options, or planning for long-term care, women need an advisor who will prioritize their best interests and provide personalized guidance every step of the way.