Most people understand that saving for retirement requires setting aside savings in a steady and consistent manner. But the myriad of complex options on where and how to save can be overwhelming.
We have a wide array of tools at our disposal to assist in securing your future. Our planning professionals can help you make among the best available choices among a range of investment options.
Individual Retirement Accounts
An IRA allows you to accumulate tax deferred savings for retirement. You can select from stocks, bonds, mutual funds, and other financial instruments. Whether you have an existing IRA that you would like to “roll-over,” or would like to discuss establishing a new retirement account, our experienced and licensed professionals can work with you to determine a plan to fit your current and future needs.
We offer fixed and variable annuity plans, each with distinct advantages depending on your long-term financial goals.
Mutual Funds are professionally managed investments, representing the money of many individuals pooled together and invested in a number of stocks and bonds. A key advantage of this type of investment is the diversification and liquidity of your funds.
Investing in mutual funds involves risk, including the possible loss of principal.
With access to thousands of funds nationwide, Painter & Johnson will research its extensive mutual fund database and offer the funds best suited for your investment style and objectives. You should read each Mutual Fund Prospectus carefully before investing any monies.
Stocks & Bonds
From blue-chip stocks to corporate bonds, we offer a diversified portfolio of investment opportunities based on our in-depth knowledge of today’s financial markets. Municipal and government bonds, along with agency obligations, are also available.
Give us a call today to begin planning for your financial future.
These products and services are offered under WFG Investments, Inc.