SERVING THE SPECIALIZED NEEDS OF SUCCESSFUL WOMEN

As a woman-owned business for more than 30 years, James Investment Group is in a distinct position to understand our clients and their goals. Over the years, we have worked with many successful women who have made their mark in business and in the community. We are proud to serve many women who diligently meet the daily challenge of balancing the needs of their career and family. We are honored to be the experienced financial planners with whom they have chosen to build deeply personal and professional relationships.

Statistics show that women control nearly 60% of the wealth in the U.S., and that figure is expected to rise to 66% by 2030.* Interestingly, 80% of affluent women describe themselves as "beginner investors," while only 50% of men do.** That is why we work so hard to help women take better control of their financial lives. Based on their needs and concerns, we have developed financial strategies specifically designed to help address their challenges, including transitioning from the loss of a spouse through death or divorce.

We work alongside women to help them stay on track as they pursue their goals – from educating children to comfortably retiring in the home of their dreams, to passing assets on to loved ones or charity. We are pleased to provide our support every step of the way.

*Virginia Tech; Women in Leadership and Philanthropy**Fidelity Investments, "Couples Retirement Study," 2013