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Strategy

The goal at Investment Answers® is to help protect you from uncertainty and to help prepare you for a prosperous future. As your financial guardian, your Certified Financial Planner (CFP®) professional creates customized plans based off of your unique circumstances that are designed to help steer you along the right path. Your CFP® professional devotes every appropriate element of a portfolio arsenal towards achieving your ideal future.

At Investment Answers®, in our continual pursuit of excellence, the daily goal of our team is to be high-functioning, offering clients the level of service that we would want for our own 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 licensed insurance agents can offer a variety of options based on your needs, from financial institutions that have been vetted on your behalf.

Our founder and CEO is an Investment Adviser Representative, a licensed insurance agent and a Certified Financial Planner™ (CFP®) professional.

Being dually licensed allows a financial adviser the flexibility to create a financial road map personalized for your unique needs. Those who are independent, in addition to being dually licensed, have the added benefit of vetting beyond proprietary products that are only available to captive agents with sales quotas.

Your Certified Financial Planner™ professional at Investment Answers® can utilize insurance products through Brookstone Financial, LLC d/b/a Investment Answers to offer a multitude of financial strategies for clients, potentially using our firm’s variety of insurance options to help create your personalized plan.

  • Fixed Annuities
  • Fixed Indexed Annuities
  • Financial Planning
  • Insurances (Life, Long Term Care, Disability)
  • Income Planning
  • Retirement Planning

Allow Investment Answers® to utilize the benefits of independence, risk management, opportunity for growth, lifetime income planning and wealth transfer as you plan for the future.

Investment Answers® is independently owned. That means we work directly for you. Rather than having a quota they have to meet, independent investment adviser representatives can offer a variety of options based on your needs, from financial institutions that have been vetted on your behalf.

Our founder and CEO is an Investment Adviser Representative, a licensed insurance agent and a Certified Financial Planner™ (CFP®) professional.

Being dually licensed allows a financial adviser the flexibility to create a financial road map personalized for your unique needs. Those who are independent, in addition to being dually licensed, have the added benefit of vetting beyond proprietary products that are only available to captive agents with sales quotas.

Your Certified Financial Planner™ professional at Investment Answers® can utilize investment products through Investment Answers Capital, LLC to offer a multitude of financial strategies for clients, potentially using our firm’s variety of investment options to help create your personalized plan.

  • Managed Portfolios
  • Stocks
  • Bonds
  • Mutual Funds
  • Exchange-Traded Funds
  • Financial Planning
  • 401(k) Planning
  • Income Planning
  • Retirement Planning

Allow Investment Answers® to utilize the benefits of independence, opportunity for growth, lifetime income planning and wealth transfer as you plan for the future.

Investment Answers® takes a personalized 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 at Investment Answers® utilizes 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 planning that are intended to allow you to enjoy a return on your assets 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.

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 adviser who develops alternative strategies to position their clients for efficiency within their estate. These same strategies can potentially work for you—if you have an adviser 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.
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