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Who We Serve

When it comes to wealth management women want to work as a collaborative partner Instead of being told what to do. In my experience, I have met with many women who do not always feel that they are being heard or as though they were being talked over. Many prefer to be served by another woman who relates to them and understands their unique needs.

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Do you realize...

Women today have control over more assets simply because they live longer but only about 30% of Certified Financial Planners are women?


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Trusted and Experienced Financial Planning

Areas of Concern or Worry

Areas of Concern or Worry

Areas of Concern or Worry

  • Women differ than men in many areas of concern and worry:
  • Are you confused about investments and financial issues?
  • Are you intimidated by the financial world?
  • Are you worried about running out of money? 

Do you wonder?

Areas of Concern or Worry

Areas of Concern or Worry

  • How can I preserve my nest egg while dealing with inflation?
  • How can I secure my retirement Income so that it lasts throughout my retirement?
  • How can I pass my retirement assets on to my children while legally minimizing taxes?
  • How can I maximize my social security income?
  • How can I understand my Medicare options?
  • How can I reduce debt while maximizing my retirement savings?


How Women Invest

Discipline

Willingness to Learn

Willingness to Learn

Women tend to have a more disciplined approach to investing that may have contributed to their stronger risk-adjusted returns. Female investors tend to invest in fewer speculative stocks and were less likely to hold on to stocks showing a loss.

Willingness to Learn

Willingness to Learn

Willingness to Learn

Women are more likely to seek education and advice from investment professionals.

Risk Taking

Willingness to Learn

Risk Taking

Women are more risk-averse than men when it involves managing their Individual accounts. Women achieved similar returns to men but took significantly less risk.

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