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Investments
A tailored investment strategy
Our team is here to help you design a plan aligned with your financial goals.
Experienced investment professionals focused on your priorities
With extra savings on hand, now is the perfect time to invest in your future. Our experienced financial professionals are here to help you design a customized investment plan tailored to your path toward financial independence.
We provide tailored advice to help you reach your goals, leveraging advanced technology to create a personalized plan, evaluate opportunities, and measure outcomes.
Investments your way
Work with a skilled financial professional who offers advice and helps you work toward your specific goals.
Common investments include:
- Mutual funds
- Stocks and bonds
- Annuities
- Retirement solutions, including Traditional and Roth IRAs
- Education savings accounts
How it works
1
Schedule a meeting
You can meet with a financial professional in person, by phone, or online.2
Meet your financial professional
We’ll discuss your financial goals, time horizons, and risk tolerance.3
Develop your plan
Your input helps us create an investment plan that works for your life.4
Review your plan regularly
We help you implement a plan to work toward your goals, and then take an active role by checking in to make sure you stay on track.Investment FAQs
While many people do their own investing, a financial professional has greater experience and knowledge than most DIY investors. Good financial advice usually pays for itself, and a financial professional’s knowledge may make difficult decisions easier.
Financial advisors are professionals who offer advice to members related to personal finance and wealth management. They help you create a roadmap for pursuing your goals based on sound investment and planning principles.
There is no fee to talk with a financial professional at Hodge American Retirement & Investment Services, and no obligation to invest in anything. If you choose to work with one of our financial professionals, there may be a fee for the investments or products you choose. Fees vary and will always be disclosed and explained prior to any purchase.
When you save, you’re setting aside some money for future expenses. You can save for planned expenses, like making a down payment on a home, or unexpected situations like losing your job or getting in an accident. Most people put their savings in accounts that are easy to access and federally insured, like savings or money market accounts.
With investing, you might buy investments such as stocks, bonds, or mutual funds with the hope that their value will increase over time. Because investments can fluctuate up or down in value, there’s always a risk that you could lose money. But there’s also the potential for higher returns on an investment than what you’d typically get from a savings account.
That depends on your needs and goals. There are many ways to invest your savings and many factors to consider when investing, including tax consequences, risk level, inflation, and potential returns.
Our financial professionals can walk you through your options and help you decide on an investment strategy.