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 pursuit of excellence, the daily goal is to be a high-functioning financial planning firm who offers clients the level of service that they want for their families.
We strive to:
- Be team players
- Take pride in the work
- Anticipate 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
- To use honor and integrity in all business practices, so that trust and confidence in maintained
Adapted from True Professionalism by David H. Maister
Investment Answers is independently owned. That means we work directly for you. Rather than having a quota they have to meet, independent advisors can offer a variety of financial options based on your needs, from financial institutions that have been vetted on your behalf.
Our qualified advisor is an Investment Advisor Representative, a licensed insurance agent and a Certified Financial Planner™ (CFP®) professional. These 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.
Our advisor and founder is also dually licensed, allowing Investment Answers to offer both insurances and investments as options for you. Being a dually licensed advisor allows the flexibility and acumen to create a financial road map personalized for your unique needs.
Allow Investment Answers to leverage the benefits of risk management, opportunity for growth, lifetime income planning and wealth transfer as you plan for the 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.
Investment Answers takes a personal approach to designing your retirement income. With money, it’s not how much you make, it’s how much you keep. Your Certified Financial Planner™ professional leverages a complete portfolio of investment and insurance tools to help 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, your Certified Financial Planner™ professional can show you strategies to help take advantage of market-linked returns with little to no risk inside of your retirement plan.
Investment Answers offers a multitude of financial strategies for clients, utilizing a wide variety of investment and insurance options to create a strategic and diversified retirement portfolio that is personalized to help meet you and your family’s needs:
- Stocks
- Bonds
- Mutual Funds
- Exchange-Traded Funds
- Index Accounts
- Retirement Planning
- Managed Portfolios
- 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 a financial advisor who leverages 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 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. Investment Answers is 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.—Investment Answers 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.
Find FINANCIAL CLARITY Today.
