Who We Serve: Women

Investment and Financial Planning for Women

Sigma has a unique focus on planning for women; several of our portfolio managers are women and share many of your life experiences.  We are professionals, wives, mothers, divorcees, and caregivers of aging parents.

The investment and financial planning goals for men and women are essentially the same – financial stability, wealth accumulation, and retirement security.  The assumptions we use in the planning process are different for a variety of reasons including the fact that women typically live longer than men.  

Statistics show that the income and personal wealth of women continues to rise.  Yet, we have found that many women have never met their current financial advisors, or are not participating in the conversations and the planning process. Sigma’s strong representation of women serving women and our commitment to the unique issues that women face is one of the things that set us apart from other firms.

No matter what stage of the planning process you are in, we are committed to empowering you through service, education, and thoughtful advice.

Whether you are an executive, a homemaker, or a retiree, we will create an individualized financial plan to help you reach your financial goals. We are especially attentive to our clients during transitional periods such as divorce or the death of a spouse.  

Sigma has a special focus on women and investing. The investment counselors at our locations in Michigan, Ohio, and Florida are well versed in helping women make savvy financial decisions.

We can help clients specifically address the following issues:

“I’m recently widowed and wasn’t involved with our investments. Where should I start?”

“I’m going through a divorce. What can I do to make sure my retirement is secure?”

“My life expectancy is longer than that of my spouse. I’m interested in working with someone who understands my unique financial situation.”

Contact Sigma Investment Counselors today to partner with a financial advisor uniquely qualified to address the financial concerns of women.