Investments
Get a leg up on achieving your savings goals.
Whether it's saving for retirement, a new home, or planning for your child's college expenses, you’ll need a clear investment strategy. There’s a few different categories to consider, depending on your goals.
How to Plan for Retirement:
While there are many vehicles to help with retirement planning, we recommend starting first with calculating your financial independent number (FIN). This is the amount of money that'll be needed post retirement to ensure you never have to work again. We often ask clients how do you properly prepare for the unknown? So calculating this number is a great start. We offer a wide range and variety of products to make your retirement a success.
Are You Looking to Create or Update Your Investments Plan?
Contact us today and we'll get you connected with one of our MFIVE & Associates who can help you build your Investments Plan!
The first step is finding the products that work for you.
Mutual Funds
If you don't have the time or the resources to research and maintain a broad mix of individual securities, mutual funds are a good option. You can rely on professional managers to work on your behalf.
Exchange Traded Funds
401k's/403b's Our company has the ability to help both small and large companies set up retirement options for their staff ensuring a proper exit (retirement). The benefit is that we work hands on with our clients and their teams to ensure goals are properly managed
Annuities
Some annuities offer guaranteed returns, while others allow you to invest in the market. Most annuities offer options to create a stream of income.
529 Plans
These plans are meant to help you save for many different forms of education. Some versions allow you to lock in current tuition rates