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Elliott Wealth Management Services, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.  W
e offer a strong combination of experience and professional client services.
At Elliott Wealth Management Services, LLC, our clients come first so please open this brief brochure to compare our services to your current provider.
   
SOUTHINGTON, CT 06489

Phone:

(888) 959-5904

Fax/Other:

(860) 863-4519

FINANCIAL PLANNING FOR WOMEN

Woman face their own set of financial planning challenges, so having a female advisor that understands your wants and needs can lead to constructing a better financial plan for a woman than a man can.

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 “I want to work with a female advisor!”

 

4 Benefits Female Financial Advisors Can Offer Other Women

Understanding is the first key benefit that female advisors may have to offer.  Women face their own set of financial planning challenges due to being the primary caretakers for children and aging parents. They are more likely to take time out of the workforce for these caretaking duties, which leads to less savings for retirement. Women advisors may be able to understand the values and life goals of other women better.  Some advisors think that women are actually wired differently from men. This is not a good or bad thing. It just recognizes that women have different approaches to saving and investing.

The second benefit women can gain from working with a female advisor is being exposed to things like ethical wills. These are very personal, non-legal, documents that are written or put together by an individual to convey deep inner values, beliefs, and moral philosophies to their families.

Third, female advisors naturally use relatable language. Since they can speak from a place of personal experience, it can increase a woman's peace of mind about the financial decisions she follows.

Finally, female advisors properly value the accountability and coaching aspect of their job. Since creating a secure and stable financial future after retirement is an ongoing process, it's great to have an advisor who will actively engage in this process. Women appreciate having their hand held and working together with someone who really wants to see them succeed.

There Are Male Financial Advisors Who “Get It”

Working with a female financial advisor isn't an absolute requirement; however, many women are now opting for female advisors to help them with their unique needs. But this post wouldn't be complete without making it clear that there are also male advisors who understand the specific needs women have for making retirement a success.

The most important takeaway is to never feel pressured to work with an advisor just for the sake of it. Instead, you'll benefit far more from taking enough time to find an advisor who understands your specific needs and has the right set of strategies to offer.

  • Compassionate and understanding

  • Portfolio reviews with an Advisor with firsthand knowledge

  • Empathy

  • Instead of “selling”, will always have your best interest in mind

  • Patience and understanding 

  • Holistic Mindfulness

  • Listening

  • Needs assessment 

  • Optimized retirement assets for women in the care of a female financial advisor

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 “I want to work with a female advisor!”

Simply Financial Podcasts regarding FINANCIAL PLANNING FOR WOMEN

Sponsored by Elliott Wealth Management Services, LLC and presented by Christopher Calandra and Lindy Brock-Please click on the image for the podcast you want to listen to.

Holistic Approach - The loss of a spouse can be a devastating, life-changing event.  Due to longer life expectancies, women especially are more likely to face this situation.

 

 Chris and Lindy discuss important considerations specific toward women planning retirement

 

“I want to work with a female advisor!”

 Valerie Brown, executive chairman of the 5,000-rep Advisor Group, sits on the board of the Securities Industry and Financial Markets Association and the Financial Services Institute (FSI). “The professional growth of women is critical to the future of the financial services sector,” she explained recently in a statement.

“At Advisor Group, we recognize the need to increase the number of, and accelerate the path to success for, women in this industry,” added Brown, the former CEO of Cetera Financial Group. “Our growing mentorship program, our new podcast series, and our upcoming internship program are just some examples of how we are not just talking about supporting women advisors, but building actionable programs that will make a difference.”

To research this topic further, we have provided links for you to some articles validating the value of female advisors for female clients:

http://keirblog.com/benefits-working-female-financial-advisor/

https://money.usnews.com/money/personal-finance/financial-advisors/articles/2014/02/19/should-women-use-female-financial-advisors

https://www.barrons.com/articles/SB50001424053111904081004577438301140635494

https://www.thinkadvisor.com/2017/09/06/to-connect-with-tomorrows-clients-focus-on-closing/?page_all=1&slreturn=20180526093117

 **Any hyperlinks in this material are provided as a convenience and for informational purposes only. The links are not part of the website. SagePoint Financial, Inc. does not endorse or accept any responsibility for the content or use of the web site nor guarantee the accuracy or completeness of the data or other information appearing on the linked pages. The company assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages, or for any actions taken in reliance on any such data or information.

 

LINDY BROCK
ASSOCIATE ADVISOR

Lindy is an Associate Advisor and is responsible for coordinating the financial planning and customer service efforts of Elliott Wealth Management Services, LLC.  Lindy is a licensed professional and holds a Series 7 (General Securities) registration and Series 66 (Combined State Law) registration. She is task oriented, organized, detailed and she is committed to the goal of making the overall client experience a positive one. Towards that end, Lindy is committed to devoting as much time and effort as possible to explain financial concepts, strategies and investment alternatives in a way that is easily understood, allowing EWMS's diverse client-base to make informed financial decisions.

After earning her accounting degree from the University of Phoenix in 2014, she enrolled in Boston University's Certified Financial Planner (CFP ®) program. She expects to sit for the comprehensive CFP ® Exam in 2018. She has been affiliated with SagePoint Advisors since 2014. Lindy is a frequent guest on Elliott Wealth's Simply Financial Podcast with Christopher Calandra.

Lindy is married and has two children. She enjoys reading, listening to podcasts and is an avid outdoorsman.

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 “I want to work with a female advisor!”

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck