Broker Check

Why is it Different For Women?

Client Centered

Women are less likely than men to take on investment risk, according to a 2018 survey* conducted to better understand the investment preferences and philosophies of women approaching retirement, as well as, women retirees.

Client Centered

Conclusion... "Women are more concerned than men about market volatility and making poor investment decisions, including downturn in the stock market (83% vs. 73%), stock market volatility in general (78% vs. 65%), taking too much investment risk (48% vs 41%), and making a poor investment decision (58% vs 49%)."*

Client Centered

We are living longer, and living better than ever before. 

Women comprise 51% of the US population, 47% of the American workforce, 75% are full-time working moms, 40% are the sole bread earners, the majority of doctoral degrees at US Universities are earned by women, and the gender wage gap sits at 19.5% for full-time, year round workers.**

Women face an entirely unique set of financial challenges throughout their life, and we can help.

Why The AdvisoryOne Group?

Personalized Experience

Personalized Experience

It is unrealistic to believe that a "gender-neutral" model is sustainable for each individual.  We create strategies that are unique to both men and women's goals and priorities.

Thoughtful Problem Solving

Thoughtful Problem Solving

We begin with the things that matter most to you.  Whether it's financial stability, planning for retirement, saving for college, or leaving a legacy; you can count on a trusted partner every step of the way.

Lowering Overall Stress

Lowering Overall Stress

Our goal is to help you increase your financial knowledge, achieve your goals, and have you looking toward the future with confidence.

*MassMutual Women's Retirement Risk Study (RS-45161-00)

*THE new WOMEN'S MOVEMENT, Topsail Strategies, Maria Reitan 2018


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