Women: Optimizing Financial Goals
A Division of Mooney Lyons
No matter what stage of life you are currently going through, I am here to really listen to you, be your advocate, have your back and be an advisor in many areas of your financial world!
My goal you make ask? Providing women just like you with the keys to your financial journey of success
Challenges to Overcome
Women are expected to have an average life span of 81 years where men are only expected to live til 76. *
Women today are making 84% of what a man makes. **
21% of men are not offered retirement benefits, 30% of women are also not offered these same benefits. ***
Women often times take on the role of caregiving for their elderly parents.
The average age of a woman to become a widow is 59 years old. ****
Information Sources: * VOA ** Best Colleges *** Morgan Stanley **** CNBC
Ted’s Newest Thoughts
Financial Preparation + Mental Preparation = Happy Retirement
— Ted Buckley, Retired! What Do You Want to Do for the Next 30 Years?
Some of the Women I Help
Ted’s Testimonials
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"I trust Ted as a financial advisor and friend. He gives me the confidence to feel empowered during our investment meetings. He understands my fears and my goals"
Maria Terry -
Chef , Restaurant Owner & Entrepreneur
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Ted and the team at Mooney Lyons have been extremely helpful to both me and my husband. Ted's knowledge and his ability to completely understand our needs as well as our retirement goals, are beneficial and reassuring to us. Due to my husband's recent retirement, we have had many questions and concerns about our investments due to the volatile market and economy! Ted and his team are understanding and patient, putting us at ease with our concerns. Both my husband and I would highly recommend Ted without any hesitation!
Joanna Hanselmann,
Practice Manager, Smile for Life Dental
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“As I transitioned into retirement, Ted and team created a financial plan tailored to my personal goals. Ted continues to assess the portfolio, make recommendations, and implement changes as needed to address changing financial conditions. He is proactive and a good listener.”
Mary Ellen Cherry –
Attorney and Executive
What to Expect: Ted’s Process
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Our first meeting can be held over the phone, video conference or in a casual diner down the street from our office.
The purpose of this meeting is twofold:
For you to learn about Ted and about Mooney Lyons.
And for us to learn about you!
We want to know what your expectations and dreams are and if we can help you achieve them.
If there is similar interest, we set up the next meeting.
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We spend time taking inventory of your current situation and goals.
If you don’t currently have any goals in mind, we can collaborate to set goals as we work together.
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We meet a couple of weeks later and based on our previous meetings - we discuss customized investment suggestions and customized planning suggestions.
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If you decide to start working with us, you will meet with Ted every 3-12 months depending on your unique situation.
If you’re still undecided about working with us, we’d be happy to meet again to discuss any remaining questions. We want you to feel confident in your decision!
