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.

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

Caregiving limits the savings for 64% of women.

Women outlive their savings by 5 years

  • Saving for your child’s education

    What to consider and how to create a college savings plan that works best for your family.

  • Retiring from work

    To save for retirement with confidence, it's important to think about when you want to retire and how you want to spend your time.

Defining your legacy

Ensuring your assets are handled according to your wishes requires planning.

The importance of Social Security

When it comes to Social Security, we understand the special circumstances that are unique to women in general – and to you in particular.

Three reasons long-term care insurance is important

Building financial strategies now can provide you with options for long-term care, including where you receive it and by whom.

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Take two minutes to help us understand your needs and goals and match with financial advisors personalized for you.

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Not sure how to work with a financial advisor? Get a better understanding of your different financial goals and how a financial advisor can work with you to meet them with our Starting Point Quiz.

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