Female-Focused Financial Guidance
Todd Gregory is experienced in working with female clients.
If your goals include leaving a legacy, helping put your children through college or giving loving care to your elderly parents, we can help you with that. If your dreams are to travel more, buy your dream home or delve into a new hobby, we can help you with that, too.
It all starts with understanding your finances and building a financial strategy for success. Unfortunately, women don't always know where their money is going or how to make it work for them to build retirement income. We want to change that.
The truth is, 90 percent of all women will eventually be solely in charge of household finances.1 That's partially due to women having a much longer lifespan than men. And yet, just 20 percent of women feel very well prepared to make wise financial decisions.2
Wouldn't you rather feel confident in your financial situation before you had to make a big decision?
With a plan in place, you gain the confidence to know you have the funds to live out your dreams and go on that cruise or donate more time and money to that local charity. Building that plan starts here at Gregory Financial.
Todd Gregory has a knack for explaining complex situations in easy-to-understand language, without financial jargon. He is passionate about what he does and encourages all women to become financially independent and knowledgeable about their situation in order to make those important decisions with confidence.
1 Financial Advisor. March 1, 2016. "Wanted: Women Financial Advisors." https://www.fa-mag.com/news/wanted--women-financial-advisors-25321.html Accessed March 22, 2019.
2 Prudential. "2014-2015 Research Study: Financial Experience & Behaviors Among Women." Page 3.
https://www.prudential.com/media/managed/wm/media/Pru_Women_Study_2014.pdf Accessed March 22, 2019.