Investment Planning

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors.

Investments we work with:

  • 401(K)
  • 403(B)
  • 457(B)
  • IRA
  • IRA Rollover
  • Roth IRA
  • 529 College Savings Plans
  • Uniform Transfer to Minors ACT (UTMA) Accounts
  • Deferred Comp
  • Mutual Funds
  • Common Stock
  • Bonds
  • Variable Annuities
  • Fixed Annuities
  • CDs
  • REITs
  • More...