Women Investors: Are you worried about your money?

We are offering a FREE "Women Investors" Kit with useful information that will help make your financial future more secure

WOMEN INVESTOR RESOURCE CENTER:

Intuition. Patience. Discipline. A desire to learn. These are traits many women naturally possess and can lead to confident decision-making and courageous accomplishments. They’re also the foundation that can help build a sound investing strategy. When you work with the Hegarty Beattie Stewart Group of Wells Fargo Advisors, you'll be working with a team who complements your investing style and listens more than they talk. This way they can help you continue to make those confident decisions and keep your investment plan on track.

How We Can Help You

Collaborating with Our Team

We believe many of our female clients end up working with our team because we like to collaborate when it comes to your financial future. We will help by:

Listening to your values and wishes, then incorporating them into your planning
Finding investments that coincide with your values but also help accomplish your goals
Hearing your ideas, as our interactions should be a two way street

Assurance of your Financial Future

A common fear we see with clients is they are worried about the future. They are worried they will not reach their original retirement goal or even worse, they are worried they will run out of money. We will help ease those fears by:

Accessing your current financial situation and immediately addressing any pressing issues
Adjusting your retirement goals, based on the current circumstance
Helping you figure out new goals and the steps you need to do to accomplish those goals

Improving Your Financial Education

Part of what makes our team unique is that we enjoy educating our clients on financial topics they would like to learn more about. Every client is different but we always encourage our clients to learn more about how their money and finances work. We help educate clients on topics like:

The importance of investing and different types of investing
Proper financial budgeting
Understanding the elements of a comprehensive investment plan

financial advisors hands at conference table

Case Study: Collaborating With An Advisor

Jane has is a hard working professional that loves to travel on a free time. She has worked with many other advisors but she always felt dissatisfied with her relationship with them. Jane felt these advisors always "told her" how to invest instead of actually working together. She also never really understood how or why she was invested the way she was in the past.

Jane (54 years old)
Retirement Age: Ideally 67 or younger, if possible
Financial Goals: Spend $150,000 in retirement and having a $30,000 per year travel budget

Solution:

After meeting with one of our financial advisors, Ellen Stewart, Jane felt immediately more comfortable after the first meeting. She was especially impressed when Ellen had her complete our "What's Important to You?" form, which helped her better determine her own financial goals. After going through our complete process, including our eMoney planning tool, Jane learned that she could actually accomplish all of her goals while retiring two years earlier at age 65, based on her current savings and investments. To take it one step further, Ellen even had Jane come in for a separate meeting where she could explain the different types of investments she would be investing in and the rationale behind each strategy.

This information is hypothetical and is provided for illustrative and informational purposes only. It is not intended to reflect the performance of any specific investment, or security and is not representative of any particular structure or situation.

Our Financial Advisors

Ellen Stewart, CEPA®, QPFC®

Associate Vice President - Investment Officer

Brian Beattie, CFP®

CERTIFIED FINANCIAL PLANNER™
Senior Vice President - Investments

Why Work with the Hegarty Beattie Stewart Group?

You should work with a team that listens to you, then works with you to come up with a decision about your financial future. The Hegarty Beattie Stewart Group of Wells Fargo Advisors can help: