Mutual Funds
Mutual Funds represent chunks of ownership or debt in multiple companies. There are a variety of fund families to work with and accounts are generally directly held with the investment company.
Annuities
Annuities are accounts held with insurance companies. There are four main types and they each have some form of guarantees.
Life Insurance
Life Insurance ensures that your loves ones receive tax-free money if you would ever pass away.
Disability Income Insurance
Disability Insurance gives you peace of mind and a stream of income if you are ever disabled.
Long-Term Care Insurance (LTCI)
LTCI provides nursing home/home health care when you need help. The benefits cover the majority of your care and take the burden off your family and loved ones.
Non-Traded Real Estate Investment Trusts
REITs give everyday people ownership in real estate across the nation. They pay a regular dividend (rents) and the majority of the assets are commercial real estate (skyscrapers, malls, etc).
WE WANT TO HEAR FROM YOU
What is your biggest frustration and/or question about your finances?