Our goal is to help protect you from uncertainty and prepare you for a prosperous future. As your financial guardian, we create customized plans designed to steer you along the right path. We devote every element of our portfolio arsenal towards achieving your ideal future.

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Customer Satisfaction Mission

At Investment Answers, our goal is to be a highly functioning Financial Advisory and Investment Advisory firm who offers for our clients the level of service that we would want for our families.

We strive to:

  • Take pride in our daily work
  • Reach out to others
  • Anticipate our clients’ needs
  • Get involved
  • Look for ways to make things easier for those we serve
  • Learn about those we serve and be intentional in our business of serving them
  • Listen to and understand those we serve to appropriately represent them
  • Be team players
  • To use honor and integrity in all of our business practices, so that we may be trusted with the confidences of those who rely on us
  • Be open to constructive critiques on ways to improve

Adapted from True Professionalism by David H. Maister

Investments & Services

Working with an advisor who is dually licensed, offering insurance and investment products can allow for more objective recommendations across the universe of investment and insurance products available.

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That\'s why we work with Investment Advisor Representatives and Certified Financial Planners™ (CFP®) because their licensing and restrictions are designed to help protect you, the investor.

Income For Life

Fifty years ago, the number one fear of retirees was dying shortly after retirement.

Today, retirees fear outliving their money and often with good reason. At Investment Answers we take a personal approach to designing your retirement plan. We leverage our complete portfolio of investment and insurance tools to help our clients articulate their goals and create plans that help them to live the life they had envisioned in retirement.

Growth Without Risk

There are methods of investing that allow you to enjoy a return on your savings without having to place yourself in an uncertain financial situation.

Having a portfolio with minimal to no risk does not mean you have to give up the potential for gains. At Investment Answers, we can show you strategies to help take advantage of market-linked returns with little to no risk inside of your retirement plan.

Portfolios

We offer the universe of investment options for our clients.

Our advisors utilize a universe of investment options to create a strategic and diversified retirement portfolio that is personalized to help meet you and your family\'s needs:

  • Stocks
  • Bonds
  • CDs/Index CDs
  • Mutual Funds
  • Exchange-Traded Funds
  • Index Accounts
  • Retirement Planning
  • Managed Portfolios
  • REITs
  • Unit Investment Trusts
  • Variable Annuities
  • Fixed Annuities
  • Financial Planning
  • Insurances (Life, Long Term Care, Disability)
  • 401(k) Management
  • Income Planning

Wherever your risk tolerance falls and whatever your specific estate needs are, Investment Answers is here to listen, guide and help.

Tax-Free Accounts

Ever wonder how the wealthiest 1% of the world can pass on massive estates to their heirs with minimal tax consequences?

It’s because they have financial advisors who leverage alternative strategies to position their clients for efficiency within their estate. These same strategies can potentially work for you—if you have an advisor who knows the way. Schedule a meeting with us to get your Investment Answers.

When You Die

Your financial plan doesn’t stop when your estate is inherited.

That’s when it really should start working for you and your family. We’re here to help simplify the process—and to lend support even during the difficult times. Whether you want your estate to go to your kids, your grandkids, your church, your favorite charity, etc.—we can help you develop a comprehensive plan that will get what you want, to whom you want, when you want, in a tax-efficient manner.