Investment & wealth advice

Investment & wealth advice

How do you balance competing financial priorities? You might want to retire early — and build a college fund for your kids. Maybe you need a bigger house — but you’re also managing care for elderly parents. Or you worry about making your savings last throughout retirement — yet plan to celebrate your 17th anniversary with a once-in-a-lifetime trip.

Whether you’re just starting out, mid-career, or approaching retirement, one thing is clear: Your financial strategy can help you balance priorities as you build wealth, save for major purchases, and prepare for the unexpected. Sode Invest financial solutions is here to help you explore investment options at every stage of life.

Our wealth advisory service combines the benefits of financial planning and investment management expertise. It’s a comprehensive solution providing you with expert support in both areas.

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Define goals

We gauge your risk tolerance to create investment mixes that meet your goals without keeping you up at night.

Identify priorities

Creating timeframes to map out what’s most important to you now and in the future.

Build a strategy

Focusing on investment types that are best suited to your long- and short-term financial goals.

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Whatever you want your money to do for you, Financial Solutions offers a suite of accounts, products, and investment options:

Choose from a wide variety of nationally recognized mutual funds. You can also consider life insurance as a tool to help accumulate assets and pass them on to your heirs.

Mutual Funds
Variable Universal Life Insurance

Financial Solutions offers a variety of investment products to help you save for the education of your children and grandchildren — or even your own.

College Savings Plans

Consider tax-favored account options and other investments that can help you and your spouse or partner save, invest, and generate income for retirement.

IRAs
Annuities
Mutual Funds
Variable Universal Life Insurance

 

Consider investing in precious metals or other solid assets to protect against emergencies. Alternatively, choose diversified solid investments with potential returns.

  • Assets in precious metals (gold, silver)

  • Investments in land and real estate

  • Assets in luxury goods

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