Building your Financial Future
The knowledgeable, friendly staff at Clark-Mortenson is here to help our clients achieve their financial protection goals. Our team of caring professionals helps assess our clients' particular objectives, analyze the alternatives available, and make recommendations that will help them successfully meet their goals.
Call Clark-Mortenson to see how one of our professionals can provide advice, guidance and solutions for your short and long term financial services needs.*
Frequently Asked Questions
What are the key pieces to a retirement plan?
What is the difference between a retirement plan and investing?
What does the term Asset Allocation mean?
How can I plan for college tuitions as well as retirement?
The first piece is to finding the person you are comfortable with who can help you develop your financial strategies and determine what is appropriate for you given factors such as your age, and appetite for risk. You then need to look at several key parts of your plan to protect your life, your investments, and to handle future costs such as college tuition or long term care. Committed to helping you be ready for anything, Clark-Mortenson offers the services of Andrew Riggio, Registered Representative, on staff to help you with all of these needs.
A retirement plan refers to the arrangements you make during your life time to plan for a steady income during your retirement. Investing can be part of that retirement plan, and is a term relating to saving and earning additional income usually through purchasing assets (stocks, bonds and mutual funds), in hopes of getting a future return on interest from it.
Asset allocation is a term used to refer to how an investor distributes his or her investments amoung various vehicles (stocks, bonds, mutual funds.)
Along with other investment vehicles, you can open a fund specific for college funding which allows you to set aside funds for future use in paying educational expenses. The money is usually invested in mutual funds and grows on a tax free basis.
* Securities offered through MML Investor's Services, Inc. Supervisory Office 436 Amherst Street, 2nd Floor, Nashua, NH 03063 603-882-2121. Securities transactions must be conducted in person or by phone. Member SIPC. Past performance does not guarantee future results. Investment accounts may decrease in value.
