Annuities / Investments
Want to make as much money as possible but don’t want to lose any of it?
This is a common goal when it comes to wealth and finances. The desire to “not lose any money” becomes even more important to those who near retirement age because they no longer have the time horizon to “buy and hold” through a volatile or bear market.
We all know the adage that the highest-risk investments potentially bring the highest returns. But would you be willing to make a lower percentage if your strategy had a guarantee behind it?
At Hail Financial Group, we ask the tough questions about what you’re willing to risk. We believe in helping you protect your money, and creating conservative plans that allow you to feel comfortable with the amount of risk you are taking on. It is your hard-earned money, and we take that very seriously. At the end of the day, we believe a balanced approach may be in your family’s best financial interest.
We use solid investment principles and strategies that enable us to put together an investment portfolio that reflects your risk tolerance, time horizon and goals. And we deliberately choose to be independent — not tied to any corporation, product line or carrier — so that we can offer the most objective financial advice and diversified portfolio offerings possible to help you and your family pursue your wealth and investment goals.
Once we create your plan, we implement and monitor your portfolio on an ongoing basis, making adjustments based on economic conditions and your directives. And we offer cloud-based technology which allows you to securely monitor your portfolio from anywhere in the world.