Today’s investment environment coupled with complex regulation and changing tax laws is more complicated than ever.
At this stage in your life, you may require a higher degree of customization and advice regarding your growing investments and desire for financial independence. At The Investment Center, our mission is to stand beside you – to help make wealth management simpler for you.
Our firm has helped clients – just like you – to develop a flexible wealth plan that’s designed to help achieve your financial goals.
Areas of Our Expertise
The Investment Center specializes in wealth management consulting – developing long-term investment strategies for our clients. We take an objective and unbiased approach, tailoring each plan based on such questions as:
- How much money should I have for retirement?
- How should my money be invested?
- What should I do with my company retirement plans?
- How do I know if my insurance program is adequate to protect my family and myself in the areas of long term care and life insurance?