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We help women take charge of themselves and their financial futures.
On average, women outlive men by 2.5 years. This increases the amount they need for basic living expenses and health care costs. They also have a higher potential need for long-term care.
On average, 1 out of 3 individuals – both men and women – will live to age 90. And 1 out of 7 will live to age 95.
Women are pursuing higher education and attaining senior job titles in record numbers. Many women in their 50s and 60s are also on the receiving end of the largest intergenerational wealth transfer in history.
As a result, by 2019 women controlled $216 trillion in wealth – and that number is estimated to grow to $271 trillion by 2023
Throughout our careers, we’re more likely to take time off to care for someone we love – a child, grandchild, elderly parent or ailing spouse. Less time out of the workforce leads to reduced lifetime earnings, retirement savings, and future Social Security benefits.
While our male counterparts gravitate toward returns-oriented financial planning, women tend to want financial planning that focuses on security for the future and making sure everyone is provided for. Our female advisors understand that wealth building isn’t just about numbers – it’s about people.