Investments
Brokerage Accounts
A brokerage account is a versatile investment tool that allows you to buy, sell, and manage a wide range of investments. It's like a financial hub where you can hold various assets and securities. Let's discuss how brokerage accounts work and how they can fit into your financial plan.
Fixed, Indexed, and Variable Annuities
Each type of annuity offers different benefits and risks, so the choice should align with your individual circumstances that we can evaluate together. Additionally, it's essential to discuss fees, surrender charges, and other contract terms to ensure you as our client have a clear understanding of how the annuity works. Tailoring the choice of annuity to your specific retirement objectives is key to successful retirement planning.
Managed Accounts
At its core, a managed account is a service where a professional portfolio manager and/or advisor provides oversight of your investments (Stocks, Mutual Funds, Bonds, ETFs and more) on your behalf.