While goals are always personalized to each family or individual, women often find themselves as the caregiver of a family and that can have a big impact on their financial independence when compared to men.
This is especially true when women find themselves enduring difficult life change, like divorce or the loss of a spouse or partner. While we always emphasize the importance of establishing and maintaining a financial plan, with women it can become essential to factor in the various challenges they may face, and how to best redirect those into opportunities.
While women may have unique financial needs for various reasons, a common goal amongst men and women alike is that we want to have a secure future and enjoy life with our family and friends and not feel burdened by financial issues. At Fragasso Financial Advisors, we do not approach investing with gender bias. We treat each investor as an individual with specific circumstances and needs. Each investor is guided by our client experience to gauge their risk appetite, goals and needs.