Services for Women

maxima-wealth-management-women-up2Research has shown that women feel less confident about their financial situation and often don’t prioritize planning for their future.1 A 2015 Fidelity Investment Money FIT Women Study shows that only 47% of women are comfortable talking about money and investing with a financial professional. Additionally, while 82% of these women are confident in managing their day-to-day budgeting, their confidence slips when it comes to longer term financial planning.

Responsibilities and challenges

Women face unique financial planning challenges. Given the high divorce rate and the fact that on average women outlive their husbands by 15 years, 80 to 90% of women will solely be responsible for their finances at some stage in their lives.2 Additionally, the average woman devotes more than 17 years caring for children and 18 years supporting aging parents.3

Women give to their own detriment, which often affects their long-term stability. In 2013, PEW-Breadwinner Moms published that 40% of women are their family’s primary breadwinner. And, in the 2014-15 Prudential Study, women prioritize family needs before future planning. Did you take time from your career to raise your children? How did that impact your retirement planning?

Gain confidence in your finances

Have you recently gone through a divorce or life-changing event? Although you can’t predict personal, family or financial challenges, you can have dynamic strategies in place that will help you traverse these events. We will help you maintain financial strength and independence, no matter what life throws at you.

You may be asking yourself: how can I find the time, how can I educate myself and what is the first step? Let us help you determine and prioritize your goals so that you can help your family and feel confident with your overall financial situation.

1. Prudential Financial, Inc., Financial Experience & Behaviors Among Women, 2014-2015 Prudential Research Study

2. South Carolina’s Women Magazine, The First Step to Managing is to Take the First Step, Maura Utley, March 2015

3. Arista Home Care Solutions, Our Aging Parents: A Catch 22 Facing Most Families, August 2015

Address

60 E. Rio Salado Pkwy, Suite 900
Tempe, Arizona 85281

Phone/FAX

480-947-9969
866-223-3261 fax

Disclosure

Securities Offered through Crown Capital Securities, L.P. Member FINRA/SIPC. Registered Investment Advisor
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