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Investment Planning

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Call us at 800-368-4675 or send us an e-mail.
Cultivate your assets through a variety of investment options. Diversify your portfolio or find long-term investments to assist you in pursuing your financial goals.

Mutual funds and other investment choices

Collaboratively, we can help you choose from a wide variety of investment options including mutual funds, annuities, brokered CDs, managed money programs and U.S. Government securities, to name a few.
  • Make informed mutual fund choices with advice from our Financial Advisors

Our recommendations are based on a combination of your goals, risk tolerance and investment timeframe.

Tax-deferred annuities

Depending on your circumstances, fixed and variable annuities can be an important investment option to fund retirement, increase potential income or reduce taxes.
  • Fixed annuities offer guaranteed safety of principal, though interest earned may vary (guarantees based on the claims paying ability of the issuer)
  • Select from an array of variable annuity products with help from our Financial Advisors
  • No annual contribution limits; save as much as you wish through either a lump-sum investment or scheduled contributions
  • Earnings are tax-deferred until withdrawn after reaching retirement age