Savings & Investments
Savings
Planning for life’s predictable recurring expenses and surprise expenses is fundamental in personal finance. This is what we refer to as becoming CASH STRONG or commonly referred to as short term savings.
We use the strategy of regular monthly contributions into conservative funds in opposing markets for building up short term savings. Prioritizing the building of short term savings helps provide stability to a family’s overall financial plan.
Investment Options
Strategic & Tactical Money Management
Mutual Funds, ETFs, Stocks, Bonds
Third Party Money Management
Asset Allocation Reviews
Retirement Plans - IRAs, Roths, SEPs, SIMPLE
UGMA/UTMA, Coverdell Educational Funds
And More!
Investments
After a family has reached their short term savings goals and is maximizing contributions to their long term savings goals (or qualified plans) it’s time to consider investing in non-qualified accounts. Additional investing in non-qualified accounts can help build extra income toward retirement and other long term goals such as weddings, college education, etc.
We offer a variety of investment options including Active, Strategic and Tactical Money Management, Mutual Funds, ETFs Stocks and Bonds. In addition, we will provide analysis and customer support for existing Variable, Indexed and Fixed Annuities if we are listed as agent of record.