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Investments can play a key role in any financial plan.
Some of our services include:
When it comes to 401(k) retirement accounts, we aim to resolve testing issues, lower expenses, and help increase employee contributions.
Group Retirement Savings Plans
Employers may offer group retirement savings plans to invest their employees’ pre-taxed earnings and help them save for their retirement. We work with employers that need customized retirement plans because of their employee status, financial scope, and vesting schedules.
529 Qualified Tuition Plans
If you have children, adding a 529 Qualified Tuition plan to your portfolio may be a suitable option to save for private education and/or college. Creating a 529 plan can help your children pursue the school (s) of their dreams and may reduce the need for student loans.
The old saying “don’t put all of your eggs in one basket” helps to explain that mutual funds are important for the diversification of your portfolio. As an independent firm, we have a full selection of mutual funds across many carriers. We do not carry proprietary mutual funds.
If you worry about outliving your money, an annuity can be an option to add to your portfolio. They can provide a guaranteed income stream and can be an alternative to CDs.
An Exchange Traded Fund may offer lower fees and higher liquidity than mutual funds which is why some investors find ETFs attractive.
Alternative investments are investments that require the assistance of a financial advisor. Real estate funds can help your portfolio’s diversification and aim to reduce risk from market volatility.
We also offer structured products.
Investing involves risk including loss of principal.
No strategy including diversification can protect against loss.
Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.
Exchange Traded Funds concentrating in specific industries are subject to higher risks and volatility than those that invest more broadly.