You must have the appropriate strategy, account or coverage to pursue your current and long-term goals. And each element of your plan must be structured perfectly for it to be effective and deliver the maximum benefit. In other words, there are a lot of detailed moving parts. And keeping them properly integrated and running smoothly is a fairly complex task.
We consider all aspects of your life when creating a comprehensive financial strategy for you. Our ability to tap into a broad range of services and products allows us to execute your strategy, monitor your progress and help prepare you for a secure, rewarding future.
Visit BluemonteThe good news is at Investa we provide a full menu of financial services so that you can get the accounts, products and coverage you need, all in one place. And we can monitor and manage them so that you can be confident about where you are today and that you’ll get where you want to be tomorrow.
We’ll create a comprehensive, detailed and lifelong financial plan to help you pursue your goals and give you confidence about your future. Of course, this plan will change as your life does, but we’ll be there to provide the guidance you need and make adjustments that keep you on track to pursue your objectives.
We’ll build a customized investment portfolio that’s aligned with your goals and objectives. We’ll utilize RFG’s innovative portfolio stress testing and risk assessment tools and meet regularly to review your progress and make any changes needed.
You’ll have on-demand access to all of your financial information in one centralized place, including real-time statements and customized reports related to your financial plan. You can also organize and store important financial documents for easy access and peace of mind.
See First Hand Our Client Portal ExperienceEven if you have an employer-sponsored retirement plan, you can supplement it with an individual plan as well. If you do not have an employer-sponsored plan, we can create a tax-advantaged savings package utilizing Traditional, Roth and rollover IRAs.
Paying for college is a huge concern for many parents today. We’ll explore your options for starting to save for your child’s education now, regardless of their age.
Charitable giving can offer tax advantages while also enabling you to support causes that are important to you. We can craft a giving strategy for today and include giving in your estate plan.
Insurance is a critical element of any comprehensive financial plan. Unfortunately, insurance can also be complex and, in too many cases, a sales-driven product. We have the expertise to make sure you get the coverage you need — the right policies with the right time frames.
If your compensation package includes equity or stock-based benefits — such as stock options and Restricted Stock Units (RSU) — we can help you understand the details and rules so that you can maximize your benefits.
Your employer-sponsored retirement plan could be where a large portion of your retirement savings is held. It makes sense for you to actively manage those dollars in the same way you do other investment accounts. Fortunately, we can help you make thoughtful decisions about your investment selection in your 401(k), 403(b) or another non-qualified deferred compensation plan.