Empowering women to invest in themselves

Women investors have unique considerations when it comes to retirement, Social Security and health care. While you need to be flexible, having a structured financial strategy is essential.

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Our sole focus is getting to know you, and the people and experiences that make your life feel rich. Whether you’re balancing paying for your child’s education with caring for aging loved ones, or you’re not sure how to lay the foundation for a comfortable retirement — we’re here to help.

Why women should invest with purpose

Women now control 1/3 of U.S. financial assets

As many women take on the "investment manager" role for their families, confidence in planning for their financial future becomes increasingly important.¹

Caregiving limits the savings for 64% of women.

Nearly two-thirds of women in the sandwich generation report that caregiving duties have negatively impacted their ability to save for their financial goals.²

Women outlive their savings by 5 years

You can never be too prepared for your financial future. Consider putting a strategy in place that will help you fund additional years of your life and retirement.³

Important information:

¹Capgemini, 2022 Wealth Management World Report

²Research from Edward Jones, in partnership with the NEXT360 and Morning Consult.

³Social Security Administration, 2023; National Institute on Retirement Security, 2023