Women investors

More than half the American workforce is made up of women, and in more than one-third of households, women are the primary breadwinners. Looking ahead, women are likely to make further gains, seeing that nearly 60% of young adults who hold advanced degrees are women.

Historically, though, women have faced unique challenges – such as an earnings disparity compared to men, life spans that are longer, and careers that are often shorter. With these challenges in mind, it’s easy to see that they need to save and invest wisely to achieve financial independence. This is why we are proud to play an important role in guiding and advising them.

The women we have been privileged to serve, however, have taught us many things, too. Like the importance of planning – not just financially but in all aspects of our lives. They have taught us that communication is a key element in any relationship and that through group conversations, many valuable ideas can be brought to light.

Over the years, we have worked with women from many different walks of life, including those successful in business, stay-at-home moms, and women who have suddenly found themselves single due to the loss of a spouse or divorce. And we have the experience and resources to help you, too, no matter your personal or financial situation.

To help create your financial strategy, we begin by calculating your nest egg score in order to get a comprehensive picture of where you are today and the planning necessary to help you reach your financial goals.

To learn more about your nest egg score, click here.