Roll Into 2020 With Ross Wealth Advisors

2019 was a year of transformation for Ross Wealth Advisors, with a focus on identity.

 

We rolled out an exciting branding makeover this year, complete with an updated look and refreshed message. We incorporated a new, modern logo and branding elements into a new website, boasting enhanced navigation and helpful links. You’ll find updated and active social networks on Facebook, LinkedIn, Instagram and Pinterest.

 

And we have big plans for 2020. Heading into the new year, Ross will streamline our events, focus on our current clients, and invite new and future clients to fully experience the “Ross” way. 

 

A top priority will be empowering women to make more informed financial decisions, including implementing a new women’s initiative to educate women about retirement. 

According to a 2019 Women, Money, and Power Study commissioned by Allianz Life Insurance Company, women struggle to make progress with financial literacy. More than half of women, 57 percent, say they wish they were more confident in their financial decision-making.  

 

On average, women outlive men by about five years, which means retirement planning is even more crucial for women. We plan to cultivate a special women’s Ambassador group as we head into the new year.

 

Also looking to 2020, contact Don and team to schedule a complimentary meeting to review great opportunities for converting tax deferred accounts (401Ks IRAs, etc.) to tax free accounts. 

 

Here’s to an abundant new year!