Financial Planning Wiz
A financial advisor can ensure you’re saving enough to meet all your immediate and retirement needs. Find out what’s best for you and your retirement goals!
Important Links
Asset Allocation creates a reduced risk investment strategy with such assets as stocks, bonds, real estate, annuities, cash and more. Asset Allocation reduces your risks by dividing investments up so that if one asset goes down in value, another may be going up in value and hopefully multiple are going up in value. This way you reduce your downside risk. The success of Asset Allocation is based on
STOCKS
Companies sell stock to raise funds, often to invest in growing the business, but before investors can buy stock in a company… MORE>
ANNUITIES
If your looking for another way to invest or continue your retirement plan an Annuity may be… MORE>
MUTUAL FUNDS?
Mutual funds combine the money of many investors to buy many kinds of investments, like bonds, stocks, real estate, and… MORE>
CASH
How you manage your cash affects how you meet your present and future needs… MORE>
BONDS
A bond is a loan and you’re the lender. Usually, the federal government, a state, a local municipality or corporations are the borrowers. They… MORE>
CDs
A minimum deposit investment that guarantees the same rate of interest for specified investment length of time… MORE>
CHECKING & SAVINGS ACCOUNTS
Most banks with little to no monthly fees offer checking accounts. A checking account offers… MORE>
REAL ESTATE
Real estate is a popular way to invest for retirement, whether it’s the home you’ll live in, an investment property you’ll… MORE>
A financial advisor can ensure you’re saving enough to meet all your immediate and retirement needs. Find out what’s best for you and your retirement goals! Learn more about the different asset allocation types, explore the areas above and fill out our online form to find a certified financial advisor in your area.
A financial advisor can ensure you’re saving enough to meet all your immediate and retirement needs. Find out what’s best for you and your retirement goals!