Our Clients
Why does TechGirl Financial support women in technology? We find that many of the characteristics that make women strong candidates for financial independence are those held by many women in the technology sector. Those characteristics are confidence, decisiveness, and an ability to delegate.
Why do we want to help you? There just isn’t enough time in the day! Work is consuming and by the time you make it home, the last thing you want to think about are your investments.
Are you confident, decisive and comfortable delegating? If so, let’s talk.
TechGirl Financial is accepting new clients typically with some of the characteristics below:
- Average assets under management range from the low end of $250,000 to $5,000,000. Account minimum is $100,000, this is flexible if you plan on adding annually to your account
- Willing and able to make informed decisions with their money
- Understand what it means to work hard and value what you have earned
- Want to simplify and enjoy their life by having competent, trustworthy professionals help them with their financial affairs
- Respect us and our team
- Value our opinion, experience and insight
- Enjoy the simplicity of having all of their assets managed in one place
- Value the merits of a patient, long-term wealth-accumulation strategy
- Consult us before making a major financial decision or upon a major life change
If this sounds like you, contact us to find out more.
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Disclosure
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisors Services through Cambridge Investment Research Advisors, a Registered Investment Advisor.
Tech Girl Financial is not affiliated with Cambridge. Check the background of this investment professional on FINRA's BrokerCheck.
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, ID, IL, IN, KY, MI, MT, NC, NH, NJ, NV, OR, SC, SD, VA, WI. No offers may be made or accepted from any resident outside the specific states referenced.
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