Investment Management

What is it?

If your finances allow you to retain more income after paying for the costs of living, you may be able to have that spare income do the work for you by investing for a financial return. Setting goals, designing an investment portfolio, and selecting specific investments is all a part of this process to growing your assets.

Individual Stocks and Bonds

Although often a “do it yourself” approach we work with clients to review individual holdings to help determine if they can be part of the most efficient way to accomplish overall investment goals.

Mutual Funds

Enabling investors to pool their money together into one managed investment, a mutual fund is an investment security. Mutual funds may invest in bonds, cash, stocks, or a combination.


Annuities are designed to address investment challenges and help pursue financial independence. Annuities may provide growth, income, legacy planning and/or tax advantages*. An insurance-based contract between you and the issuer. Your money is invested as you select. Earnings accumulate tax-deferred, and they are taxed as ordinary income when withdrawn.

Categorized into Fixed, Fixed-Indexed and Variable, annuities may provide varying solutions to your investment goals by providing potentially higher return options depending on the type of annuity as well as security benefits based on the claims paying ability of the insurance company issuing the contract.

For example, those who seek long-term saving option, a fixed-indexed annuity provides investment options that are based on the performance of the overall stock market as well as features that may protect the principal in a down market while allowing opportunity for growth. There is more growth potential with a fixed-indexed, than a fixed annuity, in addition to less risk and less potential return than with a variable annuity.

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*This material is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate.