The Right Tools for Acheiving Dependable Income with Smart Investing

The goal for almost every investor is to generate income from their investments. Developing a comprehensive strategy to direct your money for, both, the short- and long-term is crucial to creating a successful portfolio. Our team of financial professionals will work closely with you to choose the right options in pursuit of the goals you set forth, while adhering to your risk tolerance.

Selecting Dividend-Earning Investment Options

An effective way of generating income on your investments is to select options that pay regular dividends. A dividend is essentially a way for a company, or fund, to give a portion of their profits directly to those who invest in them. By selecting stocks, mutual funds, and other dividend-earning vehicles, a small percentage of your investment is paid back to you at regular intervals throughout the year in the form of shares or cash, dependent upon your preference. When carefully planned, a diversified portfolio can create a regular stream of income based on dividends alone, subject to market fluctuations.*

Investing During Retirement

In the absence of regular income, investing takes on a different role, especially when it comes to risk tolerance. Retirees typically do not have the luxury of accepting higher risk, higher return investment options that younger workers may find attractive. Your retirement should be a time to celebrate and take a break from the hard work that got you there, not worry about whether your investments will support you in the coming years. Our advisors will work with you to understand your needs before thoroughly analyzing your portfolio and offering suggestions that are the right fit for you.

New to Investing or Want a Conservative Investment Strategy?

To some people, investing can be intimidating and may seem like a high stakes gamble. The reality, fortunately, is that investing with professionals is only as risky as you want to make it. Our team uses the best tools to conduct in-depth research on the market and individual investment options so that we can maintain a competitive advantage in wealth management.

When you invest with us, we will leverage our experience and our partnerships to direct your money to options that match your level of comfort.

* Diversification does not ensure a profit or protect against a loss. Dividends are not guaranteed and will fluctuate.

Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.

* Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.