Your outlook is different
Typically more nuanced toward family and less inclined to risk, a woman’s perspective on wealth is too often discounted by many investment advisers. In this way, the most critical part of the relationship—listening to you and hearing you— is slighted. That has never been the case at Clifford Swan. Our first client was a woman, and women remain a substantial part of our client base. When there are many voices in the room, it’s our job to hear yours.
Update: Charitable Gift Annuities More Attractive As Payout Rates Rise Again
Lloyd K. Wong