Meet Your Financial Goals
Are you just starting your career and learning about savings and investments? Are you actively planning your upcoming retirement? Or maybe you’re currently living in retirement. Whatever your situation, a financial advisor at Security Service Investment Group can craft a plan tailored specifically to you. Request your complimentary consultation now.
We specialize in a wide range of products and services so you have the tools you need to structure your investments exactly how you want them.
A mutual fund is an open-end company or trust that uses its capital to invest in other companies. They are called open-end funds because their capitalization is not fixed; they issue more shares as people want them.
Financial Planning involves reviewing the full picture of your finances with a financial advisor, then discussing your short- and long-term goals so you can confidently plan your future.
A trust is a legal agreement between two parties: the person who creates the trust and the trustee. The trustee is the person, institution, or company responsible for managing the trust on behalf of a beneficiary.
A variable annuity is a contract between you and a life insurance company. In return for your purchase payment, the company agrees to provide either a regular stream of income or a lump-sum payout on a future date.
IRA’s & IRA Distribution Options
“IRA” refers to an individual retirement account. IRAs permit investment through intermediaries like mutual funds, insurance companies and banks, or directly in stocks and bonds through stockbrokers.
Stocks & Bonds
Stocks and bonds are certificates that are sold to raise money for starting a new company or for expanding an existing company. Stocks and bonds are also called securities. A stock represents the ownership of a fraction of a corporation while a bond is loan from an investor to a borrower.
We believe you have opportunities throughout your life to optimize your investments and plan for a robust retirement.
A 401(k) is a retirement savings plan sponsored by an employer. It lets workers save and invest a piece of their paycheck before taxes are taken out. Taxes aren’t paid until the money is withdrawn from the account. If taken prior to age 59 1/2, may be subject to a 10% federal tax penalty.
A Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) is a tax-deferred retirement account established by employers, including self-employed individuals. The employer is allowed a tax deduction for contributions made to a SIMPLE account.
Self Employed Pensions (SEPs)
A simplified employee pension (SEP) is an individual retirement account (IRA) an employer or a self-employed person can establish. The employer is allowed a tax deduction for contributions made to an SEP IRA.
Protect your family and your assets. Whether you’re caring for a loved one or planning for your own future care needs, it’s important to understand your insurance options.
Life insurance is a contract between an insurance company and a policy owner. The policy owner pays premiums in exchange for payment to a beneficiary when the insured dies. The primary purpose of life insurance is to replace lost income.
Long-term care (LTC) insurance is coverage that provides nursing-home care, home-health care, and personal or adult daycare for individuals age 65 or older or with a chronic or disabling condition that needs constant supervision.
Fixed and Variable Annuities
Fixed annuities are insurance contracts that pay a guaranteed* rate of interest on the account owner’s contributions. Variable annuities pay a rate that varies according to the performance of an investment portfolio chosen by the account owner.
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All investment services are provided through our broker-dealer Raymond James Financial Services, Inc.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Security Service Investment Group and Security Service Federal Credit Union are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.
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