Discover how truly different life could be. A Reinvention. A Retirement.
"Women control $14 trillion of U.S. personal wealth."
Women comprise more than half of the U.S. population. According to data from the World Health Organization, women tend to live longer than men, meaning that their investment time horizon will have to last longer. At some point in their lives, most women likely will be in charge of their family's finances. Understanding yourself as an investor can help you work better with a financial professional.
We believe that your assets should correspond to your investing time frame and tolerance for risks. Investment goals can be as varied as the people who define them, but generally fall into the categories of income, growth, or a mix of the two. Following a sound investment strategy and taking appropriate levels of risk are important to long-term results.
Life changes. So sometimes alterations to your financial strategy are needed. Knowing how to pivot during these changes can help you take charge of your financial future. We at Roth + Company are happy to review your statements with you so that you get a second opinion on what you currently own. This meeting is completely complimentary. With our experience and resources we will help you take charge of your financial future. Having peace of mind allows you to focus on what matters most.