Broker Check

For Women, It’s All About Security, Not Expense Ratios.

Let’s be honest.  Men and women are so different and opposites really do attract. Usually, this is a good thing because each partner balances out the other but there are some matters like creating and maintaining wealth management for example, that can create a war within a family unit.  

Men and women are different when it comes to investing in one’s financial future.  For instance, although the husband is more willing to invest in retirement portfolios, he tends to worry about expense ratios and investment performance history with the current volatility of the market.  The wife, on the other hand, is looking for the “big picture” long-term security with the ability to measure progress along the way.  She usually does not become side-tracked with the market’s ups and downs as she looks at the “big picture” of long-term growth.  

Keeping different objectives and goals in mind, it is often difficult to create and maintain a comprehensive plan that will address both the husband and wife’s investing styles.  It requires great expertise and skill in wealth management advising to integrate both styles.  Let the professionals at Secure Planning Strategies show you how to pursue your goals and allow you to have the gift of peace in the home.  We promise to listen to you both so we can blend the perspectives together to create a winning formula for your short-term and long-term financial future.  Secure Planning Strategies has over 30 years of expertise we will apply to your situation so we can empower you both to be an active participant in your financial growth.  

Take the next step and give us a call at: (248) 827-2580 or e-mail us at: