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Investment Planning

The key to investment planning is to have a portfolio that is consistent with your risk tolerance, objectives and time horizon. You will more than likely invest differently at the age of 35 than when you are age 55 and 75. For some people, it’s more important to keep more of what you have than to focus on rate of return.

Investing in stocks, bonds, mutual funds and other securities depends on your individual risk tolerance, objective and time horizon.

Are you focused on income, growth and income, or just growth?  Are you comfortable with market volatility?

An investment planning professional can help you determine the answers to these questions and more, while also helping to make sure that your plan is tax efficient over the long term.

Types of Investments

At. St. Charles Financial Services, we provide investment assistance in the following areas:

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Contact an investment planning professional at St. Charles Financial Services today to help secure your financial future.

We are here to help protect what matters most to you!

Contact SCFS today and let one of our financial professionals customize a financial plan that helps prepare you for an enjoyable retirement in the future.

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