INVESTMENTS

Photo by Jirapong Manustrong/iStock / Getty Images

Photo by Jirapong Manustrong/iStock / Getty Images

Most planning for the future requires investing your hard earned money so it can work for you and help you achieve your goals.  Understanding what your money is invested in and how you should invest are paramount to your success. Investment products offered include the following:

  • Common and preferred stocks

  • Bonds

  • Mutual Funds

  • ETFs

  • Variable Annuities

  • Options

  • Traditional and ROTH IRAs

  • Taxable accounts, such as individual, joint, trusts, and corporate

  • Retirement plans, such as SIMPLE IRA, SEP IRA and 401(k)s

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Financial Planning

Photo by UberImages/iStock / Getty Images

Photo by UberImages/iStock / Getty Images

Having a plan establishes where you stand today and measures it against where you want to go and how to get there.  Major life events, such as the birth of child or an inheritance can cause major changes to your situation and what you need to do to reach your goals.  There's a little bit of work in the beginning, but making a plan can help avoid headaches and regrets in the future.  Don't wait.

  • Retirement

  • College

  • Tax

  • Other goals that are important to you

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