Investing* is not just for the wealthy. If you’re contributing to a retirement plan or have purchased a home then you have already started investing to build wealth. The best way to build wealth is to make your money work for you. Stocks, bonds and mutual funds are all common investments that can build wealth over the long-term.
What is the difference between saving and investing?
• Saving is setting aside a certain amount of your income over a period of time in order to accomplish a goal.
• Investing is a long-term activity accomplished by having your money make more money for you.
Why invest?
Investing helps you stay ahead of inflation, and meet long-term like paying for your child’s college education or planning for retirement so that you can maintain a lifestyle you will enjoy.
Where do I start?
We offer a wide range of financial services and would love to discuss the perfect solutions for you.
*Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
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