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Plan Goals

Building a successful investment strategy requires wise investment decisions and careful planning.

Investment Planning

We can help you design your roadmap for pursuing your investment goals. Find out how to start pursuing those goals.

College Planning

Let us help you plan for future college costs and get the bottom line on how much money you’ll need to save each month to meet your goal. Our investment representatives can provide you with a detailed analysis of potential future college expenses for your children including specific cost estimates using hypothetical illustrations for over 1,700 U.S. colleges – and work with you to establish an investment plan that may help you meet your goals.

Retirement Preparation

Planning ahead can be the key to an enjoyable future. As you reach retirement, learn how to roll-over your 401(k) or other retirement plan in a way that may help minimize taxes. Once in retirement, learn how you may maintain the lifestyle you planned for yourself.

My Investment Profile

Let us help you assess and reassess your financial objectives, investment strategy and risk tolerance.

Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Cetera is not affiliated with the financial institution where investment services are offered. View Cetera Investment Services privacy policy and other important information. Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. Resource Investments is located at Resource Bank.