Personal Financial ServicesIt has never been more critical to make wise decisions with savings and investments. Having experienced professionals, attuned to our unique needs, advising us, is one key to success. FieldEddy is here for you with experienced financial services experts who can help you design a well-diversified portfolio of professionally-managed investment vehicles. These may include annuities, mutual funds, and managed accounts.Annuities are long-term investment tools that provide tax-deferred growth and, if specified, income at regular intervals. Immediate annuities offer income for retirement by guaranteeing an established amount each year until the end of life. Immediate annuities are stable and not subject to market fluctuations. Money managers for mutual funds invest the fund's capital and attempt to produce capital gains and income for the fund's investors. One of the main advantages of mutual funds is that they give small investors access to professionally managed, diversified portfolios of equities, bonds and other securities, which would be almost impossible to create with a small amount of capital. In a managed account, an investment account is owned by an individual and tracked by a professional money manager. Managed accounts are personalized investment portfolios focused on the specific needs and desires of the account holder. Our financial services experts can tailor investment solutions specifically for you. |
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