A2 Investment Solutions understands the importance of helping women who are single, divorced, widowed, or those who are soon-to-be divorced with their financial planning. Our team strives to empower women to take advantage of financial planning to ensure their financial stability and achieve their long-term goals. Additionally, women tend to have longer life expectancies than men and often take time off from work for caregiving, which can impact their income and retirement savings.
Prior to commencing his financial advisory career, our President, Joseph P. Okros, was the managing partner of a law firm for 16 years that represented women in over 500 divorce cases. We know that going through a divorce is an incredibly difficult and confusing time for people. You are worried about yourself, your children, and your future, and oftentimes your financial situation gets overlooked. Our team’s various and lengthy experience provides us with a great understanding of the detailed care and attention that are required to take care of a divorced or soon-to-be-divorced woman's financial matters, which then allows them to focus on their loved ones and their own emotional well-being.
A significant portion of our clientele is a combination of those who are planning on retiring within 10 years and those who are already retired. It is very important at this stage of your life to work with a financial advisor that understands your situation and listens to your retirement plans and goals. When you are in the early and middle stages of your working years, you can afford to be more aggressive with your investments – however, as you embark on retirement or have already retired, it is of the utmost importance that your investment philosophy is geared towards protecting against downside risks while still hoping to achieve nice upside returns. A2 Investment Solutions puts great attention into listening to your retirement plans and goals and ensures that you stay on the right path to have a long and prosperous retirement.
