Investments

We want to make sure you prioritize investments to build the financial future you want. It’s more difficult than ever to keep up with inflation. Any money you keep in your savings account most likely will lose value every year. That’s not the way to build wealth.

If you want to retire, purchase a home, start a business, or send your kids to college, your financial plan needs to include investments. Putting money aside every month to grow your wealth is the best plan for building a nest egg for your future. Investing consistently for the long term also increases your chances of multiplying your wealth because of compound interest.

There are different options for investing your money, and which one is right for you depends on your unique circumstances. You can set up a retirement account and use pre-tax income to grow your assets. This money will be available to you when you’re 59 ½ or older and ready to retire.

If you’ve already maxed out your retirement savings or want to invest for a short-term goal, we can help you open up private investment accounts. We’ll help you select the assets that meet your objectives and your timeline.

Is Investing Risky?

Yes, and so is driving a car. Not investing your money is also risky, because you can’t save enough on your own to provide for yourself when you retire. In fact, saving money is definitely risky, because your interest rate probably doesn’t even keep up with inflation. Every dollar in your savings account will be worth less each year.

What Should I Invest In?

It depends on your situation. We don’t believe in picking one hot stock and hoping you’ll win the lottery. Similarly, we don’t advise or recommend our clients to invest in one industry or company. Instead, we research the closest investments that meet your objectives, risk tolerance, and timeline. 

How Can I Reduce Risk?

When you work with one of our money managers, we help you navigate the investment world. We talk to you about the different investment vehicles and products and decide which one is right for you. To reduce risk, we make sure your assets match your risk tolerance, your portfolio is diversified, and your assets continue to perform as expected. 

Do I Need a Money manager to Help Me Invest?

A money manager can help you sort through the complicated world of investing. Without a financial expert by your side, you may be unsure how to even get started. If you’re serious about taking charge of your financial future, we recommend working with someone who has the knowledge and experience to reduce your risk and improve your chances of reaching your goals. 

The time to invest in your financial future is now. Don’t delay saving for retirement and building wealth. Our team is ready to help you reach your financial goals. Call us today to schedule your appointment.