Supporting Your Financial Future
Enjoy the freedom a plan can bring.
A Trusted Financial Partner For Your Unique Situation
You’ve worked hard to get where you are today. You like your job, you love where you live and you want the best for your family.
There’s a lot ahead to plan for, from paying for your children’s education to caring for elderly parents. And since you’d like to retire someday, you need to make a plan so you can live the life you want while providing for the people you love.
Whatever your goals, we’re here to help you create your plan and stick to it. Let us help you turn your financial dreams into reality.
Life isn’t simple, but your plans for the future can be.
The unique needs of female investors are a key focus at Greenway Wealth Advisory. 80-90% of women will be solely responsible for their finances at some point in their lives—mainly due to divorce and the fact that, on average, women outlive men by seven years (National Center for Women and Retirement Research.) You need someone who can help you navigate the complexities of finances and investments while you balance the rest of life.
We give you the attention you deserve. No matter your circumstances now, we can help you ensure your comfort and success now and in the future.
You and your spouse or partner have found happiness and success.
But if you’re like 72% of LGBTQ couples, you aren’t working with a professional retirement planner.* With pressing issues like retirement, elder care and assigning beneficiaries on the horizon, it’s vital for you to ensure your earnings now will take care of you and your loved one in the future.
Not all financial advisors are equipped to meet your needs, but we are. With years of experience helping LGBTQ individuals and couples, we know exactly how to help you make the most of your money.
*28 percent of LGBTQ respondents reported that they were working with a professional retirement planner (compared to 37 percent of the general population.) according to the SAGE report. (Services and Advocacy for LGBT Elders), the largest and oldest organization dedicated to improving the lives of lesbian, gay, bi-sexual and transgender seniors.
You’re looking ahead to what life will bring. As you start your career and begin to accumulate earnings and benefits, you find yourself walking a fine line—how do you balance student loan debt, rising costs of living and save for the future?
You are at a critical moment: while many people in their 20’s and 30’s have savings accounts, few have begun to amass enough savings to cover emergency expenses, let alone retirement.
We can help you plan for the big picture while helping stabilize your finances in the present. With careful planning and achievable goals, you can live the life you’ve dreamed of.
“Your decision to walk creates the path ahead.” – Paulo Coelho
Define your goals
Make a plan
Implement the plan
Monitor, review, and adjust
Your Future Starts Now
Greet tomorrow with confidence.