Women are taking on more responsibility for their financial lives compared to previous generations. There are several reasons why this is important. In the past, women have typically worked less than men as they were the primary caregiver, which means they had fewer opportunities to contribute money in retirement plans, savings, and investments.
Author - Marshall Rathmell
A significant number of people who show up at our door need our help because they are uncomfortable with how their investments are currently being managed. We see that as just one piece of complete financial success. Without covering more than investments most people can fail even with the best portfolio in the world.