Transitional Wealth Specialist

 

Year-End Tax and Financial Planning Ideas

Some strategies are scheduled to become obsolete next year, however, there are many planning ideas that are time-tested and should be considered by all taxpayers.   Read more…

 

Baird Investment Digest

The New Normal – Volatility may persist, but investors have options for addressing it.  Read more…

 

Upcoming Events

I am speaking at the 2012 Spirit of Women in Business Conference – The Empowered Woman on Wednesday March 7, 2012 at the Kent State University Student Center.  Details to follow.

 

Wishing you a Joyful, Healthy and Prosperous 2012

Merry Christmas and Happy New Year!

 

Paula R. Chesser is a Financial Advisor that specializes in helping clients manage their wealth through Life’s Transitional Events.
Many of Paula’s clients are women who have become or are responsible for managing substantial money on their own.  While these women are smart and capable, they often lack the financial knowledge to feel confident when making important financial decisions.

Paula’s experience has taught her during Transitional Events such as career change, inheritance, loss of a loved one, retirement, sudden windfall, divorce, or sale of a business most women share the same three concerns:

  • How will the Transition impact my lifestyle?
  • Will my money last?
  • And, I want an Advisor who will listen, understand and treat me with respect

By working with Paula, she will help you:

  • Design your Lifestyle Money Plan
  • Build your Personal Investment Pyramid
  • Cultivate your Knowledge

She wants you to feel confident and comfortable not only today, but throughout your lifetime.

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