Helping women investors make the most of all life has to offer

Fully half of all American workers are women, and in more than a third of households, women are the primary breadwinners. Women are likely to make further gains in the future, as nearly 60% of young adults who hold advanced degrees are women.¹

So as more and more women are taking greater control over their financial futures, we are proud to play an important role in guiding and advising them.

There are challenges unique to women. They typically live an average of six years longer², but earn less than men and need their retirement income to last longer as a result. Their careers are often interrupted by having and raising children and caring for aging family members, which can mean fewer Social Security benefits down the road. So it’s easy to see that women need to save more and invest wisely to achieve financial independence.

Over 70% of women surveyed said they would like to be more knowledgeable about investing and 57% of those with financial advisors said they would turn to those advisors in the next few years for more support. ³

We understand your needs and concerns and have developed financial strategies specifically designed to address these challenges. We welcome the opportunity to serve you – and all women investors.

1 Source: AEI.org, 2014
2 Source: Bureau of Labor Statistics, Census Bureau, 2015
3 Source: 2017 MFS Heritage Planning Survey