If your goals include leaving a legacy, helping put your children through college or giving loving care to your elderly parents, we can help you with that. If your dreams are to travel more, buy your dream home or delve into a new hobby, we can help you with that, too.
It all starts with understanding your finances and building a financial strategy designed for success. Unfortunately, women don’t always know where their money is going or how to make it work for them to help build retirement income. We want to change that.
The truth is, 90 percent of all women will eventually be solely in charge of household finances.1 That’s partially due to women having a much longer lifespan than men. And yet, just 20 percent of women feel very well prepared to make those financial decisions.2
Wouldn’t you rather feel confident in your financial situation before you have to make a big decision?
Putting a detailed written plan in place can help give you the confidence to know you can pursue your dreams for retirement, like going on a cruise or donating more time and money to a local charity. Building that plan starts here at [Firm].
As a [female] financial advisor, [Producer Name] has a knack for explaining financial concepts in easy-to-understand language, without financial jargon. She is passionate about what she does and encourages all women to become financially independent and knowledgeable about their situation in order to help make those important decisions with confidence.
Talk to a Female Financial Professional Today
[Firm] proudly focuses on retirement and income planning for women, including those who are married, single, widowed or divorced. If you or someone you know is in need of female-focused financial guidance, give us a call today at [Phone Number] to set up an appointment.
This is your money and your future. You deserve to know how to help make your money work for you in retirement. We’ll be glad to help answer your questions.
1 Financial Advisor. March 1, 2016. “Wanted: Women Financial Advisors.” https://www.fa-mag.com/news/wanted--women-financial-advisors-25321.html Accessed June 22, 2018.
2 Prudential. “2014-2015 Research Study: Financial Experience & Behaviors Among Women.” P. 3. https://www.prudential.com/media/managed/wm/media/Pru_Women_Study_2014.pdf Accessed June 22, 2018.