Mutual funds are a practical, cost-efficient way to build a diversified portfolio of stocks, bonds, or short-term investments. Our experienced team has the tools to help you build a unique strategy to fit your style of investing.
Mutual funds are a practical, cost-efficient way to build a diversified portfolio of stocks, bonds, or short-term investments with a pool of like-minded investors that may be difficult to recreate individually. We will help you make your choices according to your unique needs, and a professional portfolio manager will continually review the portfolio to monitor performance.
Retirement and IRAs
An Individual Retirement Account (IRA) is designed for building retirement savings. There are many investment options available, including investment in stocks and bonds, which are oftentimes an avenue used for retirement savings. There are several types of IRAs, and we’ll help you determine what to select to meet your needs.
Fixed Income & Bonds
Fixed income investments generally pay a fixed interest until a maturity date. Individual bonds may be the best known type of fixed income security, but the category also includes bond funds, ETFs, CDs, and money market funds.
We work to make investing clear and straightforward, so you can feel more confident in your decisions. Then we take on the work for you and make adjustments as needed.
529 College Savings Plan
529 plans provide flexible, tax-advantage accounts designed specifically for education savings. Funds can be used for qualified education expenses for schools nationwide.
An annuity can provide annual income throughout your entire retirement. Choose from a fixed or variable annuity, largely based on your appetite for risk and your individual needs. Let our team assist you in making the choice that fits your lifestyle.
Long Term Care
Long term care is a range of services, both in your home and/or in a facility, designed to assist you in performing everyday tasks that you may no longer be able to complete on your own. Several options are available to help you plan for, and pay for, this type of care. Without planning ahead, you may face the risk of depleting your personal savings when in an extended long-term care situation.