Retirement Planning

FINANCIAL PLANNING

Good financial planning begins with an understanding of your dreams, your goals, and your personal financial needs. A conversation with a Storehouse advisor 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.

SAVING FOR RETIREMENT

Saving for retirement is an essential part of the financial planning process. Storehouse Financial offers a number of tax-deferred and tax-free savings options. When you sit down with a Storehouse representative, you will find out exactly how much you need to save to reach your retirement goals and how your savings will work with Social Security and other sources of income.

HOW TO INVEST

The process for investing with Storehouse is easy:

Sit down with a Storehouse Financial representative and discuss your financial goals and needs. A written financial plan can be prepared if you desire.

Open the appropriate investment account or give Storehouse the appropriate information about your existing investment account.

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

The process for investing with Storehouse is easy:

Sit down with a Storehouse Financial representative and discuss your financial goals and needs. A written financial plan can be prepared if you desire.

Open the appropriate investment account or give Storehouse the appropriate information about your existing investment account.

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