Now’s the time to start your future with a good choice.
The hustle and bustle of daily life often leaves little time to plan too far into the future.
Choice Financial Investment Services offers a better way. When you partner with us, we’ll create a plan to help meet your financial hopes, goals and dreams – from simple asset allocation to sophisticated estate or retirement planning strategies. Together, we’ll help build your future.
Our step-by-step planning process helps you feel confident in your decisions. We begin with your short- and long-term goals. Using those objectives as a foundation, we’ll identify a personalized and appropriate strategy to help make them happen. We offer comprehensive planning services in several areas.
- Financial Planning: How will you put the kids through college? What’s your vision for retirement? Any major purchases planned? We’ll establish a plan that’s right for you.
- Estate Planning: Thoughtful and intentional estate planning brings comfort to you and your loved ones. We approach the process with knowledge, sensitivity and care.
- Retirement Income Planning: Many retirees are understandably concerned about their income. With our guidance, we’ll develop a plan that’s sustainable and personalized.
- Portfolio Reviews: Concerned that your financial plan is overdue for a review or a fresh perspective? We’ll evaluate your portfolio and offer specific recommendations.
As part of our personalized planning process, we often recommend:
- Individual Stocks
- Individual and Corporate Bonds
- Mutual Funds
- Exchange Traded Funds (ETFs)
- Unit Investment Trusts (UIT’s)
- Separately Managed Accounts
- Real Estate Investment Trusts (REITs)
- Fixed and Variable Annuities
- Life Insurance
- Long-term Care Insurance
- 401k and Other Retirement Plans
- IRA Rollover
- Traditional and Roth IRAs
- College Education Planning and 529 Accounts
Our Commitment to You
When you partner with Choice Financial Investment Services, you can rely on our dedicated Financial Solution Team for support, advice and consultation.
Count on us to always give you advice that is specific to your individual needs. We strive to provide quality service, financial strength, security and integrity to help you reach your financial goals.
Communication is the basis of our client relationships. We listen to your needs, and will give you individualized advice about your accounts. We monitor your portfolio and schedule reviews to inform you of its progress.
We believe you are entitled to the professional and personal advice of a Financial Advisor whose philosophy and style of doing business are compatible with your own.
We seek to make financial recommendations that are consistent with your time horizon, financial circumstance, risk tolerance, and on track with your goals.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
- Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
- Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized re- sponses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
We are registered to offer securities in the following states: AZ, FL, GA, IA, IN, MN, MT, ND, NE, OR, SD, VA, WY