Phase 2 Investment Advisers Receives the Women’s Choice Award for Financial Advisors

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WomenCertified®, Inc. is pleased to announce that Phase 2 Investment Advisers, LLC (Phase2IA) has received the Women’s Choice Award® for Financial Advisors based on rigorous research.

Financial Advisor Seal 2013

Growing up in a house with a sister, mother, aunt and grandma, I've seen the impact of marriage, single life, widowhood and divorce.

As the leading advocate for female consumers, WomenCertified®, Inc. is pleased to announce that Phase 2 Investment Advisers, LLC (Phase2IA) has received the Women’s Choice Award® for Financial Advisors based on rigorous research, 17 objective criteria including a client survey to obtain feedback regarding service and practices.

The Women’s Choice Award is the only recognition program for well-qualified advisors who are committed to the women’s market and serving their female clients. Achieving this award reaffirms the commitment Phase 2 Investment Advisers has to extraordinary service in addressing the financial needs of women and their families. Phase2IA’s President, Jeffery D. Cortright said, of achieving this award, “Growing up in a house with a sister, mother, aunt and grandma, I’ve seen the impact of marriage, single life, widowhood and divorce. Now, I help women understand, plan, refine and succeed financially, regardless of what life throws at them. It’s a privilege to receive recognition for what I consider an integral part of my business.”

WomenCertified, originator of the Women’s Choice Award, was created by Delia Passi, the leading advocate for female consumers and former group publisher of Working Woman and Working Mother magazines. In partnership with WIFE.org (Women’s Institute for Financial Education) co-founders Ginita Wall and Candace Bahr, Delia has created the Women’s Choice Award for Financial Advisors in an effort to help women identify those advisors who are committed to providing quality service. The award allows this elite group of advisors to showcase their commitment to the women’s market, while giving potential clients a starting point for entrusting their finances to an advisor.

Women currently control 51 percent of all wealth in the United States, and, according to the Federal Reserve, this number is projected to reach 66% by 2020.* As the financial industry wakes up to the fact that a great majority of the female population are seeking advisors they can trust, Passi, Bahr and Wall have already created the solution. This powerful, national initiative distinguishes advisors who support female consumers in their quest for financial education.

ABOUT PHASE 2 INVESTMENT ADVISERS AND JEFFERY D. CORTRIGHT
Phase 2 Investment Advisers (Phase2IA) is an independent Registered Investment Adviser firm in the State of Michigan, where its offices are located. Phase2IA works with families to get their financial life organized and with employers or groups to help get member’s financial lives organized. We do not place arbitrary asset minimums, preferring instead to work with families based on their money attitude. We do this because every client relationship is viewed as a long-term commitment by both parties. If we do not have similar money attitudes, it is difficult to succeed as we help evaluate the current situation, define a “phase two” in life and work with other professionals to implement plans. We will be there to help refine the plan as needed and celebrate successes along the way. For more information, please visit http://www.phase2ia.com.

Jeffery D. Cortright is a Certified Financial Educator and President of Phase2IA. Having seen the impact of marriage, divorce, extended widowhood and the single life on his family, Jeff focuses on basic financial principles to help clients get control of cash flow, reduce debt, accumulate assets in an active and risk managed approach, build a Guaranteed Retirement Income Plan (G.R.I.P.)© and choose the best forms of protection along life’s journey. To reach Jeff specifically, please email Jeff(at)Phase2IA(dot)com or call 616.328.6102.

ABOUT WOMEN’S CHOICE AWARD
The Women’s Choice Award Financial Advisor Program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they may have paid a basic program fee to cover the cost of comprehensive review and client survey.

WomenCertified®, home to the Women’s Choice Awards, awards businesses, brands and services based on high recommendation ratings by female consumers. WomenCertified represents the collective voice of women so they can help each other identify businesses that deserve their loyalty and referrals. To learn more, visit http://www.womenschoiceaward.com or go to: http://www.wife.org/womens-choice-award/finding-a-financial-advisor/.

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Stefanie Zinchiak
WomenCertified
+1 954-922-0846
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Jeffery Cortright

616-328 6102
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Women's Choice Award
since: 06/2009
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