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Financial Planning for Women

“Give a woman a dollar, and she can put it to good use. Teach her about how money really works, and she can change the world,”  - Linda Davis Taylor, CEO and chairman of Clifford Swan Investment Counselors.

Client Centered

Did you know...

  • The average age to become widowed is 59 years old.
  • The average life expectancy of an a woman in the U.S. is 78.5 years old.
  • 8/10 women will be responsible for managing their family's finances at some point in their lives

Are you, or do you know someone who is...

  • A single mother
  • College planning
  • Expecting or adopting a child
  • Empty nested
  • Inheriting wealth
  • Retired
  • Special needs planning

Women have numerous obstacles to overcome in the world of finance. Women typically live longer than men, so they have a longer retirement period to fund. However, due to the income gap, they also usually have less funds to invest. We  understand these challenges, and are specialized in helping women plan their financial futures.

See the Events tab for to find out when our next interactive workshop for women will take place!

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Client Centered