Generations X and Y (born between the early 60s and late 90s) are in the accumulation phase of their lives. These are the years focused on earning and advancement.
As an individual or family with seasoned perspective, you know what you want out of life – during your career as well as onward into retirement.
Whether single, married, widowed or divorced; leading a career, a non-profit foundation, or a busy household, we help women take control of their personal wealth.
For those that receive a substantial inheritance or unexpected financial windfall, it can be a start to securing their financial future if it is handled with the care it deserves.
You want to empower your employees to invest successfully toward retirement, but you also want a plan you can manage efficiently and cost-effectively.