Strategies > Investments > OTHER INVESTMENTS

YOU’VE GOT DREAMS. DREAMS REQUIRE PLANNING.

While the best things in life may be free, accomplishing them often takes money. Knowing us as trusted insurance providers, our clients also come to us for IRAs, mutual funds, brokerage accounts, or even to have us manage their money. We’re not only experienced, but glad to help.

– INVESTMENTS WE OFFER –


BROKERAGE ACCOUNTS AND INVESTMENT ADVISORY

Life can get busy. It’s hard to find time to keep track of your finances. Fortunately, a brokerage account can take care of that. It consolidates your investments into one account for easy viewing. And through our investment advisory services, our experienced money managers can provide you with sound advice for your investment portfolio. 

 

MUTUAL FUNDS*

Investing in the market is one way to grow your wealth, but with thousands of stocks and bonds to choose from, it takes time and expertise to know where to put your money. A mutual fund can be a cost-effective way to reduce your risk and leave the decision-making to a professional fund manager, who is in charge of the portfolio.

 

INDIVIDUAL RETIREMENT ACCOUNT (IRA)

Everyone has a vision of what they want to do in retirement. Simply, an individual retirement account (IRA) is a smart way to save toward making those dreams a reality. The tax advantages are one incentive to help you put money away. We offer traditional, Roth, and rollover IRAs and can assist you in selecting the one that works best for you.

--------

Investors should consider the investment objectives, risks, charges, and expenses of mutual funds carefully before investing. This and other information are contained in the fund's prospectus, which may be obtained from your investment professional. Please read it before you invest. Investments in mutual funds are subject to risk, including possible loss of the principal amount invested.