Getting Started

Everything You Need to Get Started

FINANCIAL PLANNING

Good financial planning begins with an understanding of your dreams, your goals, and your personal financial needs. A conversation with a Storehouse adviser will allow you to formulate a plan that is custom-tailored for you. From an extensive financial plan to specific investment advice and management, Storehouse can provide the level of guidance you prefer. Storehouse will develop a specific investment strategy to help you reach your goals and achieve your dreams.

MONTHLY ACCOUNT EVALUATION AND MANAGEMENT

Storehouse Financial will manage your investment portfolio using separately managed accounts. Separately managed accounts are discretionary managed investment accounts that provide you with a personalized approach to investing. At Storehouse, we evaluate every client account every month and make changes as necessary to improve performance and preserve capital.

NO LOAD, NO TRANSACTION FEE MUTUAL FUNDS AND EXCHANGE TRADED FUNDS

For millions of Americans, mutual funds and exchange-traded funds (ETF) represent a simple and convenient way to invest. A mutual fund or ETF may hold securities, such as stocks or bonds, from dozens or even hundreds of issuers, and each seeks to achieve a certain objective, such as long-term growth of capital, income or a combination of the two. Buying shares of a mutual fund or ETF in effect gives you part ownership of all the securities the fund owns. The primary advantage is automatic diversification. In selecting funds for client portfolios, Storehouse chooses from over 1300 no load (fee), no transaction fee mutual funds and ETFs. Each month, Storehouse evaluates and ranks these funds and chooses the best funds in each category of investment for your portfolio. We are not limited to any particular fund family, but can choose from hundreds of fund families. This freedom to choose allows Storehouse to find the very best fund managers for your portfolio in the current market climate.

In selecting funds for client portfolios, Storehouse chooses from over 1300 no load (fee), no transaction fee mutual funds and ETFs. Each month, Storehouse evaluates and ranks these funds and chooses the best funds in each category of investment for your portfolio. We are not limited to any particular fund family, but can choose from hundreds of fund families. This freedom to choose allows Storehouse to find the very best funds for your portfolio in the current market climate.

MULTIPLE INVESTMENT OPTIONS

When you sit down with a Storehouse representative to discuss your investment portfolio, we will help you find the right mix of investments for you. Storehouse offers all types of investments including stocks, bonds, exchange traded funds and mutual funds, both conservative and aggressive. Multiple investment options allow Storehouse to tailor your investment portfolio to meet your personal financial needs.

TAKE ACTION

Storehouse Financial will take action to improve performance and protect your assets. Our monthly evaluation provides the opportunity to make changes in your portfolio to enhance returns and hedge against losses. As market and economic conditions change, Storehouse Financial will choose the best course of action to protect your assets. Contact Storehouse today to get started.

Retirement

Storehouse Financial offers a number of tax-deferred and tax-free savings options.

How to Invest

Discuss your financial goals with a Storehouse adviser.

Open the appropriate investment accounts.

Storehouse will maintain your account(s) regularly and make changes for you to improve returns and protect your assets.

What happens each year

Once your plan is established, we provide you with all of the services to maintain the plan. Below is an overview of our services and what happens each year.
Calculation of Contributions. At the end of each year you will be asked to complete an employee census questionnaire. After we receive your questionnaire, we will complete the actuarial valuation and contribution requirements. This will include instructions for funding your annual contribution.
Participant Benefit Statements and Government Compliance. Upon finishing the annual valuation, we will prepare statements for participants, showing their accrued benefit as well as complete the annual Form 5500 for your signature.