Investments are tools to create financial results. We offer a wide variety of investment choices that fit your risk tolerance and budget.
Every person is different and so is every goal. The type of investment used for your emergency fund is not the same as what should be used for your long-term retirement goal.
The most common investments we use are mutual funds, stocks, exchange traded funds (ETFs) and unit investment trusts (UITs) and individual bonds. Other investments include certificates of deposit, U.S. Treasuries, annuities and alternative investments like Real Estate Investment Trusts (REITs)
We will work together to find the best option for you. You will have the confidence in knowing you will understand how the investment works and why it’s in your portfolio.
There are risks involved with investing, including possible loss of principal. Investments will fluctuate and may be worth more or less than when originally purchased. There is no assurance that any particular strategy will work under all market conditions.