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Our Strategy

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.

At Investment Answers, in our pursuit of excellence, our daily goal is to be a high-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:

  • Be team players
  • Take pride in our work
  • Anticipate our clients’ needs
  • Provide intentional, efficient service
  • Reach out to others
  • Get involved in meaningful ways
  • Look for ways to make things easier for those we serve
  • Listen to, learn from and strive to understand those we serve
  • 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

Adapted from True Professionalism by David H. Maister

Investment Answers is an independently owned financial planning and investment advisory firm made up of fiduciaries.

Because we are independently owned, and not captive agents, that means we work directly for you. Independent advisors don’t have quotas they have to meet.  We can offer you a variety of financial options based on your needs, from financial institutions that we have vetted on your behalf.

We are Investment Advisor Representatives and Certified Financial Planners™ (CFP®). Both are licenses and certifications designed specifically to help protect you, the investor.

In order to obtain the CFP® certification, advisors must succeed under the industry’s most academically rigorous testing and pass advanced security vetting.

CFP’s have access to significantly more educational opportunities and resources than advisors who have not reached this advanced level of certification and experience.

Because we are also dually licensed, we can offer both insurances and investments as options for you. Being dually licensed allows us the knowledge, flexibility and acumen to create a financial road map personalized for your unique needs.

Allow us to leverage the benefits of risk management, opportunity for growth, lifetime income planning and wealth transfer as we plan for your future.

You want financial peace of mind. We understand.

There is an art and science to creating Income for Life, especially after you’ve retired and you’re not receiving a wage any longer. Remember, a retiree’s lifestyle is determined by their income, not their assets.

At Investment Answers we take a personal approach to designing your retirement income. With money, it’s not how much you make, it’s how much you keep. 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.

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.

We offer a multitude of financial strategies 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.

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.

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.