There are many financial products in today’s marketplace; choosing the ones that best meet an individual client’s needs can be complicated. That’s where a Financial Planner can help.
At Old Towne Investments, we believe the process of rendering financial advice should begin with educating our clients in plain, easy-to-understand language and terminology that enables them to fully comprehend all their options, when choosing the products that will meet their current and future goals.
Investments and money management play a key role in any successful financial plan. A diversified mix of growth stock mutual funds, income producing funds, guaranteed contracts, and other investments should comprise the bulk of a good savings strategy.
Asset protection, through Life and Health insurance, is essential to any comprehensive financial plan. It can protect you and your loved ones from undue hardship resulting from unexpected life events.
Retirement planning, today, has taken on new dimensions that never had to be considered by earlier generations. We help clear away the confusion and put your mind at ease.
A college education is expensive – and prices for tuition, books, fees, and living expenses are only getting higher. Families with children (and grandchildren) might wish to consider planning how best to finance a post-secondary education as early as possible. 529 College Savings Plans are excellent vehicles for taking advantage of qualified tax and investment opportunities.