Broker Check

Investment Planning



Investing can intimidate a lot of people due to the many options and it can be hard to figure out which investments are right for you.  Utilizing a Financial Advisor will help guide you to figure out which investments will help you reach your goals.  Some common types of investments are:

  • Stocks
  • Bonds
  • Mutual Funds
  • Exchange Traded Funds (ETF's)
  • Certificates of Deposit (CD's)
  • Options
  • Annuities
  • Derivatives 
  • Commodities
  • Retirement Plans
    • IRA, ROTH IRA, 401(k)
Alternative Investments

Alternative Investments

What Are Real Estate Investment Trusts? 

  • Potential benefits of investing in non-traded REITs, including the potential for a consistent income stream and stability of principal, as well as potential capital appreciation and tax advantages
  • Understanding the benefits and drawbacks of investing in an illiquid, non-traded investment
  • How non-traded REITs potentially provide diversification benefits to traditional stock and bond portfolios
  • How to evaluate if you are a suitable investor for non-traded REITs

*See Disclaimer Below

*Real Estate Investment Trust Risks

Investing in real estate and real estate investment trusts (REITs) may not be suitable for all investors and involves special risks, such as limited liquidity and demand for real property; changes in supply and demand for real property; change in law; tenant turnover or defaults; loss of investment; competition; casualty losses; use of leverage; real estate values may fluctuate based on economic, environmental and other factors.  There is no assurance that the investment objectives of any real estate program will be obtained.

Unlocking the Treasures of Financial Wellness -  Instant Download

Does your financial life need a check-up? Grab this free guide to learn how to get your finances in tip-top shape.