Women and Investing
Women and Investing

Why for Women?
The industry standard is set for men, we're here to change that.

Change is in the Air
Women are working sooner and living longer than their male counterparts (by nearly 5 years).
"Middle age" is coming later with nearly half our lives ahead to save, invest, and spend.*

How we can help?
We are here to listen. You can trust we will prioritize your personal needs and goals into a plan** that makes sense for you.
Whether it's financial independence, caring for an elderly parent, planning for college education, or leaving a legacy; you can count on us every step of the way.
**Please note that you can implement your financial plan at the financial institution of your choice.
*THE new WOMEN'S MOVEMENT, Topsail Strategies, Maria Reitan 2018