Do you own mutual funds or stocks?
Do you have a 401(k) with the last company you worked for,
or a Roth IRA in your portfolio?
Our office offers products and services to help you develop a sound, long-term investment* strategy. You can choose from more than 10,000 mutual funds, including ones in self-directed, tax-deferred IRAs.
We emphasize asset allocation, placing your money in several different investments, from large-cap stocks to Treasury bills, depending on your unique situation. They should all have a place in a properly allocated long-term investment plan.**
How do I begin?
If you’re just getting started in investing, we can help with that too. An IRA (Individual Retirement Account) allows you to accumulate money for retirement in a tax-advantaged manner, which may help savings to grow faster than they would in a taxable account.
Social Security and employer-funded pensions might not be enough for you. A solid portion of retirement income may need to come from your personal savings — savings you can help build with an IRA.
There are other investment tools our office can help you with also, including 529 plans* to help pay for college, and brokerage accounts if you’re looking for a return from the market.
