It’s no secret that women often face different challenges when planning for the future than men do. Especially for single, widowed and divorced women, identifying which needs to address today while setting and working toward goals for tomorrow often seem like daunting or even insurmountable tasks. After all, women generally have longer life expectancies than men, yet, on average, earn less over their lifetimes – often because they spend time away from the workforce raising children or caring for elderly parents. Add to that the responsibility of caring for a family or managing an unexpected windfall – perhaps from an inheritance, legal settlement or other sudden-wealth event – and financial planning can feel even more frustrating and confusing.
That’s where we can help. As financial advisors, we understand no two people have exactly the same needs and that, for women, planning is often even more complex. So, we listen carefully to your concerns, thoroughly answer all your questions and fully explain each investment and strategy we recommend. We also work closely with your other professional advisors – such as your CPA, attorney and insurance agent – or, if none are in place, make referrals, with the goal of helping you establish a complete financial planning team who can address your needs and assist you in setting realistic, attainable objectives.
There’s no reason to go it alone or to make guesses regarding your finances. We’ll serve as trusted, knowledgeable partners in setting a truly customized course toward your future.
