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global advisers wealth management
global advisers wealth management
Women Business Owners2025-08-03T09:19:47-04:00

Wealth Planning for Women Business Owners

Youโ€™ve built something from the ground upโ€”and youโ€™re still building. At Global Advisers, we help women business owners align personal wealth with business growth, exit planning, and life beyond the company. Whether you run a solo practice or lead a multi-employee enterprise, we bring clarity to your entire financial world.

Build With a Team That Understands Business

Begin today โ†’

Planning for Growth, Exit & Personal Liquidity

Growth is goodโ€”but it must be intentional. We help owners evaluate expansion opportunities, establish compensation plans, and structure retirement contributions tax-efficiently.

When itโ€™s time to exit, we model valuation, tax impact, and income replacement to ensure your transition supports long-term personal wealth.

Why Women Business Owners Need Specialized Financial Planning

As both owner and operator, your financial life is deeply intertwined with your business. From reinvestment decisions and cash flow management to retirement contributions and liability protection, each choice affects both todayโ€™s results and your future security.

We help you balance business demands with personal goalsโ€”structuring a plan that protects your time, your wealth, and your next chapter.

Align Business Success With Personal Security

We guide women entrepreneurs through key inflection pointsโ€”from startup risk management to mature business planning:

  • Entity selection and owner compensation
  • SEP, SIMPLE, or Solo 401(k) plan setup
  • Executive benefits, health coverage, and risk protection

Protect, Diversify, and Build with Intention

As your business grows, so does complexity. We help mitigate personal and professional risk through coordinated legal, insurance, and estate strategies.

  • Buy-sell planning and succession strategy
  • Key person risk review
  • Family wealth integration and transition

While we do not provide legal services, we collaborate with your attorneys to help ensure your financial strategies reflect your goals.

Specialized Services for Women Business Owners

  • Business + Personal Wealth Integration
  • Exit and Succession Planning
  • Retirement Plan Design for Owners and Teams
  • Tax Strategy Across Entities
  • Asset Protection and Risk Management
  • Legacy and Gifting Coordination

Related Solutions

Private Wealth Management

Private wealth management services designed for individuals seeking institutional-quality advice, concierge planning, and multigenerational wealth preservation strategies.

Wealth Management

Helping Investors and Families for Over 33 Years.

Banking

Integrated private banking solutions offering liquidity access, credit management, and cash optimization tailored to complex financial needs and goals.

Supporting Your Career and Your Retirement

Youโ€™re already leading. Now letโ€™s make sure your plan leads with you. At Global Advisers, we provide comprehensive, conflict-free planning for women business ownersโ€”so your success pays dividends far beyond the balance sheet.

Considering a tailored, private family office experience?
Explore Family Office Solutions

FAQs for Women Business Owners

How should I handle relocation or career changes within the federal system?2025-07-06T04:59:28-04:00

Transfers, promotions, and agency changes may impact benefits, tax location, and housing costs. We offer location-specific tax guidance, benefits coordination, and asset planning to maintain financial stability through career transitions.

Can I retire early as a federal employee?2025-07-06T04:59:17-04:00

Many federal roles allow for early retirement under special provisions (e.g., law enforcement, air traffic control). We help you navigate Minimum Retirement Age (MRA), early withdrawal options, and the financial impact of leaving service before full pension eligibility.

How does FEGLI (Federal Employeesโ€™ Group Life Insurance) fit into a long-term plan?2025-07-06T04:59:07-04:00

While FEGLI is widely accessible, it may not be cost-effective long term. We compare FEGLI to private insurance options and determine the best coverage based on your familyโ€™s needs, financial goals, and career stage.

What should I know about the FERS pension and Social Security coordination?2025-07-16T13:05:58-04:00

FERS includes a defined benefit pension, Social Security, and the TSP. We model how these pieces work together, helping you understand your income stream in retirement and plan around inflation adjustments, survivor benefits, and early retirement penalties.

How can I make the most of my TSP (Thrift Savings Plan)?2025-07-06T04:58:45-04:00

The TSP is a powerful retirement savings vehicle, but selecting the right allocation and understanding the Roth vs. Traditional option is key. We help federal employees align TSP contributions with overall retirement goals, risk tolerance, and tax strategy.

Ready to Explore Options?

global advisers wealth management services

Decades of trusted experience guiding professionals through complex financial decisions.

33+

Years of experience & and counting

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Get Started

Ready to Begin?

Letโ€™s Talk
800.832.8514

Review Global Advisers with FINRAโ€™s Broker Check

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ยฉ 1993 - 2025 Global Advisers, LLC

Global Advisers LLC is a registered investment adviser in PA, CA, and FL. Advisory firms cannot transact business in states where it is not registered, excluded, or exempt, except as permitted under the de minimis exemption. Personalized investment advice or securities transactions for compensation will only be provided where registered or exempt.

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