Gain confidence in your financial decisions with personalized solutions built on information, education, and advice.
Women face many unique challenges in saving for the future. Only 52% of women say they feel confident managing their investments, compared to 68% of men*.
*Merrill Lynch Whitepaper: Women & financial wellness: Beyond the bottom line
Our approach is built on delivering:
Targeted Financial Education
We know women are hungry for financial information, so we listen to understand what you need to strengthen your knowledge. By providing access to self-guided material and explaining terms and products in language that is easy to understand, we will help you gain that confidence.
Personalized Financial Advice
By 2030, it is predicted women in the U.S. will control $30 trillion in assets*. Women have more financial responsibilities and life obligations than ever before.
Despite the gender pay gap, women save at higher rates than men. However, they are less likely to invest, keeping significant amounts in cash, which can damage their financial picture over the long term. By assessing your overall financial picture, goals, and risk tolerance, we tailor our advice to meet your long-term goals.
*Bahhai, P., Howard, O., Prakash, L., Zucker, J., (2020, July 9). Our Insights. McKinsey.com.
Customized Planning Solutions
Whatever your situation, it is important to have a clear picture of your financial situation to help you achieve and optimize your goals. Helping you visualize your path to Financial Independence is not a one-size-fits-all approach. We use a seven-step process that includes a digital planning organizer to create a roadmap to success.
Advanced Strategies Group is the partner you need – and the one you can trust.