Investments

When exploring the world of investments, it’s important to gain a broad perspective of the various types for a clear understanding of how each of them can work towards achieving your objectives. Each has its own investment characteristics which, when applied individually, may not be appropriate for your financial profile; however, when they are strategically combined in a portfolio, they can work in concert to meet your investment objectives within your risk parameters. It is, therefore, important to consider all investments in light of your specific objectives and risk tolerance.

Investments for Growth Stocks:

Equity Mutual Funds
Index Funds:
Investments for Income
Government Securities
Corporate Bonds
Bond mutual funds
Bonds
Common Stock
Educational IRA
Brokerage Accounts
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Treasury Bills
Government Securities
Treasury Notes
Variable Annuities

Financial Planning:

Retirement Plans
Tax Plans
401 (k) Planning
403 (b) Planning
College Plans
Estate Plans
Money Management
Money Purchasing Plans
Profit Sharing Plans

Insurance:

Life Insurance
Long Term Care

All of these investments entail market risk which means there is always the possibility of selling an investment for less than its purchase price. Investors should fully understand their own tolerance for risk and should only consider investing as a long-term proposition. Market risk can be reduced through a well-conceived, broadly-diversified investment strategy consisting of multiple asset classes. Working together, we can help you identify your investment objectives and risk profile in order to create a customized, long-term investment plan.

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Investments

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