Plan for Success
Invest in Yourself
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.
Investment Services
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.
Mutual Funds
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
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.
Trust Accounts
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.
Variable Annuities
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.
Retirement Planning
We believe you have opportunities throughout your life to optimize your investments and plan for a robust retirement.
401K Plans
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 Taxes aren’t paid until the money is withdrawn from the account.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.
SIMPLE Plans
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.
Life Insurance
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
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
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.
Investing involves risk and you may incur a profit or loss regardless of strategy selected,
including diversification and asset allocation.
Ready to turn your plans into reality?
Schedule a consultation with a financial advisor today
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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, marketed as Security Service Investment Group and are not insured by any 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. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Security Service Federal Credit Union and the Security Service Investment Group are separately owned and operated and not independently registered as broker-dealers or investment advisers.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
