Financial Planning for Women

Introducing Successful Women 

As a woman, you’re probably pulled in many directions ... you may be a wife, a mother, an employee, business owner, student or volunteer – or several of these. In short, you lead a busy life. You invest a great deal of energy into taking care of your family, career, community and yourself.

As part of my commitment to provide you with the information you need to make more informed investment decisions and remain up-to-date on current financial issues facing women, I am proud to offer Successful Women.

Available quarterly, this publication includes articles and tools to help you become more informed and proactive about issues impacting your finances, as well as issues affecting some of the other roles you play.

I believe you will find this publication to be a useful and valuable resource.

You probably spend a great deal of energy every day taking care of your home, family, career and the people in your community. But do you focus the same amount of energy on preparing for your financial future?

Consider these facts from the Bureau of Labor Statistics:

• Women make 25% less than men and 52% have no pension plan.
• Women outlive men by an average of seven years.
• The average age of widowhood is 56.
• 80% of women living in poverty were not poor before their husbands died.

Concerned? So am I. In today's volatile economy, it is important for everyone to have a solid financial plan to rely upon.

Some women leave this important task to their spouses or other loved ones, which means they may be left in the dark when faced with the challenges of continuing on their own. We never know what lies ahead, so it is imperative to plan for the future today. If you don't have a financial plan, or if you rely upon someone else for financial security, the time to start your own plan is now.

Take an active interest in your financial future. Contact me today at 305-743-3956 for a personal, no-obligation appointment. 

Being independent today may have different meanings to different women. But there is one type of independence we should all make every effort to attain - financial independence. While to some this may sound like a daunting task, it doesn't have to be.

You can develop an investment plan designed to attain your goals by having a financial advisor on your side, one who understands the unique circumstances surrounding your life. I am prepared to help you meet the financial challenges you may face.

I promise you that I will work hard to define and help fulfill your investment objectives while providing clear, understandable answers to your questions. By taking this opportunity to further educate yourself, you will be able to make more informed decisions regarding your investment plan. This, in turn, can help me guide you in the right direction.

 Investing in Yourself: Personal investment and financial planning for women

Erin Tomlinson
Financial Advisor
Retirement Plan Consultant

119 S. Main St
PO Box 393
River Falls, WI 54022
Phone: 715-425-6611
Fax: 715-425-6687
Contact Us

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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