Investments
Mutual Funds
Mutual Funds are a type of investment vehicle that allows individuals to pool their money together to invest in a diverse range of stocks, bonds, and other assets. Our team of experts can help clients choose the right Mutual Fund options based on their financial objectives, risk tolerance, and investment timeline. We analyze market trends and provide our clients with the most suitable Mutual Funds to achieve their investment goals.
Managed Investments
A managed account is accessed through an investment platform. The platform typically offers access to actively managed investment models comprised of securities selected by investment professionals.
When your account is managed through the Platform, you will have an ongoing relationship with your advisor and will receive professional money manager services, and consolidated reporting.
Annuities
We offer three distinct annuity products: variable annuities, fixed annuities, and fixed indexed annuities.
- Variable annuities are long-term contracts between an individual and an insurance company. Variable annuities contain both investment and insurance features and are designed specifically for retirement.
- Fixed annuities are long-term contracts between an individual and an insurance company. Fixed annuities provide a fixed rate of return that is guaranteed by the issuing company.
- A fixed indexed annuity is a long-term contract between an individual and an insurance company. Fixed index annuities provide a higher rate of return than a fixed annuity, but the return is not guaranteed.
Business Retirement Plans
We offer a variety of business retirement plans. Our 401(k), 403(b) and 457(b) plan offerings are individual and employer-sponsored retirement plans that grant employees the opportunity to contribute a portion of their salary on a tax-deferred basis into investment vehicles, such as mutual funds and annuities.
Real Estate Investments
There are many investment options when dealing with real estate. Whether you’re considering purchasing a multi-family property, commercial space, a second home, or a vacation rental, we can guide you through the various investment strategies that can generate passive income and work to your advantage.
With a team of skilled agents from diverse backgrounds, AssetProtectors.com possesses the ability to comprehend our clients’ unique situations and assist them in planning for their future effectively.
Our team will support you in achieving your long-term aspirations while also addressing your short-term necessities. Building a stable foundation is essential for any great idea to thrive.
Get a Free Consultation
Contact us to get a free, no obligation consultation. We strive to give our clients our best service.