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Helping Our Clients

Achieve Their Goals

Do you have a goal you’re trying to achieve but don’t know where to begin? Let us guide you to achieve your goals.

INVESTMENT PRODUCTS WE OFFER

ANNUITIES

An annuity is a contract between you and an insurance company in which the company promises to make periodic payments to you, starting immediately or at some future time. You buy an annuity either with a single payment or a series of payments called premiums.

ETFs (EXCHANGE TRADED FUNDS)

Exchange-traded funds (ETFs) combine aspects of mutual funds and conventional stocks. Like a mutual fund, an ETF is a pooled investment fund that offers an investor an interest in a professionally managed, diversified portfolio of investments. 

MUTUAL FUNDS

Mutual funds are a popular way to invest in securities. Because mutual funds can offer built-in diversification and professional management, they offer certain advantages over purchasing individual stocks and bonds.

LIFE & DISABILITY INSURANCE

Life insurance products are often a part of an overall financial plan. They come in various forms, including term life, whole life, and universal life policies. There also are variations on these—variable life insurance and variable universal life insurance.

TRADITIONAL & ROTH IRAs

Individual retirement arrangements (or IRAs) provide a way for you to set aside money for your retirement—for living expenses and to pay for the things you want to do when you have the time to do them, such as traveling or learning new skills.

UTMA & 529 Plans

There are two types of 529 planscollege savings plans and prepaid tuition plans. The college savings version allows earnings to grow tax-deferred and withdrawals are tax-free when used for qualified education expenses. Every state offers at least one of these types of plans. 

START YOUR PIPELINE TO WEALTH

RESOURCES

At Invest for a Lifetime, we want to offer our clients easy to read information and resources about all different aspects of investing and life stages. Click on the resource categories below to download useful information about retirement, college planning, social security, taxes, and more.