Investment & wealth advice

Investment & wealth advice

How do you balance competing financial priorities? You might want to retire early — and build a college fund for your kids. Maybe you need a bigger house — but you’re also managing care for elderly parents. Or you worry about making your savings last throughout retirement — but plan to celebrate your 17th anniversary with a once-in-a-lifetime trip.

Whether you’re just starting out, mid-career or about to retire, one thing is true: Your financial strategy can help you balance priorities as you build wealth, save for big purchases and prepare for the unexpected. Sode Invest financial solutions is here to discuss investment options at each stage of your life.

Our wealth advisory service combines the benefits of financial planning and investment management expertise. It’s a comprehensive solution your support in both areas.

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Define goals

Gauging your risk tolerance for investment mixes that meet goals without keeping you up at night.

Identify priorities

Creating timeframes to map out what’s most important to you now and down the road.

Build a strategy

Focusing on investment types that may best-suited to your long- and short-term financial goals.

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Whatever you want your money to do for you, Sode Invest financial solutions, offers a suite of account, product and investment options:

Choose from a wide variety of nationally recognized mutual funds. You can also consider life insurance as a tool to help accumulate assets and pass them to your heirs.

  • Mutual Funds
  • Variable Universal Life

Sode Invest financial solutions offers a variety of investment products to help you to save for the education of children and grandchildren — or your own education.

  • College savings plans

Consider tax-favored account options and other investments that can help you and your spouse or partner save, invest and create income for retirement.

  • IRAs
  • Annuities
  • Mutual Funds
  • Variable Universal Life

Consider investing in precious metals or other solid investments to protect against emergencies. Or choose mixed forms of solid investments with potential returns.

  • Assets in precious metals (Gold, Silver)
  • Invest in lands and real estate
  • Assets in luxury items