Female Investors Achieving More Than Just PerformanceSubmitted by LWM | Linden Wealth Management LLC on April 23rd, 2018
Less than a generation ago women were in the minority of investment decision making. Today, women are more likely to bear the responsibility for their household investment portfolio.
Women have the same financial priorities as men - retiring comfortably, maintaining their current lifestyle, and covering healthcare costs for themselves and family members- but they are less confident they will reach their goals.
The LIMRA Secured Retirement Institute found that confidence levels rise when working with a financial advisor. Especially one that is a fiduciary.
Women are looking for more out of their relationship with their advisor. They want greater collaboration, a strategic partnership, and sensitivity to investment risk. Performance matters, but solving goals is their ultimate objective.
As a fiduciary and fee-only advisor, I don't make money by selling financial products. This means I'm free to recommend the strategies and investments that really make sense for couples and individuals, based on a clear understanding of where they're headed in life.
If an open conversation of this kind will be helpful to you, request an appointment now. Feel free to call out any specific questions you'd like me to address.
*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets.