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Investment Planning

Creating a viable investment plan requires a little more than simply establishing a savings account and buying a few random shares of stocks. It’s your philosophy … your overall set of principles that dictate how we structure a plan that is right for you. It’s placing funds into the proper investment vehicles based on your future goals, time horizon, and priorities. Along with you, we need to understand what you want to accomplish with the investments, strategize how to pursue those goals and evaluate different types of investment options to decide which ones will work best to pursue your goals. We need to also take into account the safety of the investments, their liquidity and level of potential return, ideally allowing the funds to produce financial rewards over time.The good news is that it is never too late to create and implement a personal investment plan and begin to pursue a secure future.

  • Brokerage Accounts
  • Alternative Investments
  • Managed Money Accounts
  • Individual Retirement Accounts - Traditional & Roth
  • Variable and Fixed Annuities
  • Exchange Traded Funds
  • Common Stocks
  • Mutual Funds
  • Unit Investment Trusts
  • Bonds
  • Government Securities
  • Risk Management