Evolving women. Growing finances. Sound ideas
In recent years women have become a growing and underserved niche in regards to financial services. With so many life changes including family, health and careers, to name a few, women often find themselves the sole decision maker in regards to the financial future for themselves and their family. This compounded with often being uneducated in the ways of wealth management, women can find this to be a tough trek. Seeing this need, Amper Financial has developed our Women in Transition Group led by Tammy Cooper CPA, CFA CDFA. She sets out to assist women with the struggles of wealth management while empowering them to focus on their present plan and financial future.
Who is a woman in transition?
A woman in transition can be any female going through a life-changing event. Some examples would be the loss of her spouse through divorce or death, a change in career, or a significant financial windfall. A woman in transition requires expert advisory counsel to review all aspects of her life including, but certainly not limited to: her financial goals, extended family, healthcare, taxes, etc.
Why separate services for women, especially those in transition?
Women in particular have very different circumstances then men and tend to handle situations differently. Men tend to be riskier in nature, where women are more risk adverse. In most cases men rely on their own financial knowledge as opposed to women, who tend to seek the advice of a professional. Women, in general, feel uncertain about their financial futures. They worry more about whether or not they will have enough for the long haul and often invest too conservatively in fear of losing what they have saved. With that said, they are also intelligent and hungry for information that will allow them to make wise choices about managing their money and watching it grow. It is this need that inspired the creation of the Women in Transition Group.
Services offered:
- Wealth Planning
- Estate Planning
- Coordinated Tax Planning
- Investment Planning & Implementation
- Insurance Planning & Implement
Marc L. Scudillo MS, MBA, CPA, CFP, AIFA
scudillo@amper.com
908.429.0025
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