Well planned is your big picture, precisely detailed. Our business is you and your financial well-being. Because we believe planning and advice should go well beyond simple asset allocation. It’s about your entire life and managing the complexities that come along with it. All the twists, turns, ups and downs. BTKODIBS Investment will pull it all together with sophisticated services and a detailed plan for the long term.

What are you planning for?

Growing my wealth
No matter what you’re investing for, your BTKODIBS should be a longterm plan, collaborating with you to develop a wealth management plan based on your goals, timeline and risk tolerance. Building an investment portfolio can be a complex endeavor. Your advisor will help you select the right type of account, choose an appropriate asset allocation and identify specific investments to satisfy your target mix. In addition to monitoring market conditions and the progress of your investments, your advisor will be there when life events call for adjustments – making sure you stay on track.

ARTICULATING YOUR GOALS

The first step in establishing a plan customized to meet your needs is clearly defining your goals. By helping you determine what “wealth” means to you, your advisor will make thoughtful recommendations that align with your goals. Working with a BTKODIBS customer live support means you will have more than a portfolio – you will know where you’re going and have a plan to help you get there.

BUILDING A PORTFOLIO

Before a single stock is chosen, developing an investment policy to help you reach your goals takes many things into consideration, including what type of growth you’ll need, when you’ll need money, liquidity concerns, risk tolerance and the most appropriate type of account. With a strategy in place, your advisor can make personalized recommendations from a full range of investment products backed by award-winning research and due diligence – everything you need to put your strategy to work.

PRESERVING MY WEALTH
You’ve worked hard to successfully grow your wealth and you want to preserve it – to feel secure about the future. We have expertise and resources to help you transition to a more conservative investment approach, one that helps you meet your income and liquidity needs while thoughtfully pursuing growth. An effective wealth management strategy also considers the role insurance and estate planning can play in mitigating risk, and plans for any scenario that might cause you to worry. Together, we will plan for all of life’s events – the expected and the unexpected.

YOUR PORTFOLIO

Guided by the firm’s commitment to conservatism, We understand the importance of avoiding unnecessary risk with your investment portfolio.But building a portfolio is about more than just choices. It’s about making the right choices for you. Our customer care live support have the freedom to recommend only what they think makes the most sense for each client in building a diversified investment portfolio designed for your specific objectives. And those recommendations are powered by the expertise of our industry-leading research.From a solid mix of traditional options to a more complex blend of managed or alternative investments, there are plenty of choices when it comes to building a custom portfolio. But there’s only one you.

PLANNING FOR RETIREMENT
Retirement today means something different than in previous generations. People are feeling younger and living longer. Some are choosing to remain in the workforce – either by continuing in their professions or enjoying encore careers. Many are planning for an active lifestyle, one that might include travel to once-in-a-lifetime destinations. As we live longer, we also must consider the increasing costs of healthcare and long-term care, as well as the need for our money to last for not just a few years, but potentially decades. We have resources to help you plan for all of the things you want to do.

ENVISIONING RETIREMENT

There’s so much more to retirement these days than simply not working. The possibilities are boundless. OUR customer cater supper will help you envision the specifics of the retirement lifestyle you want, and help you develop a plan that’s just as specific to turn those dreams into reality.

RETIREMENT INCOME

Just because you no longer receive a paycheck doesn’t mean you won’t need steady income. The planning process continues into your retirement. We will work with you to develop an income stream designed to last a lifetime and help ensure a secure and comfortable retirement.

SOCIAL SECURITY

In theory, Social Security seems simple. But this retirement benefit is in fact quite nuanced, with a number of variables to consider – including when to start collecting, how to maximize your benefit and what to do if you choose to go back to work. We will guide you through the decision-making process to help you to make choices that best suit your income needs.

Health & Long-term Care

As we live longer, we also increase the likelihood that, one day, each of us could face a health issue or need long-term care. The increasing costs of such care can test the limits of anyone’s wealth. We are here to help you consider ways to alleviate those costs, as well as the stress of providing quality care for loved ones.

LONGEVITY PLANNING

Living longer means you will want to preserve your standard of living as you grow older. You will want to have comfortable housing and reliable modes of transportation to stay mobile. And you’ll want have to have quality care when you need it. We will help you identify sophisticated solutions for living not just a longer life, but a fulfilling one.

PROVIDING FOR FAMILY
Just as no two investors are exactly alike, no two families are alike. What many families do have in common, though, is the need to plan for unique circumstances. Whether your family dynamic calls on you to assist a child with a college education, care for an elderly parent or relative, or provide for a child with special needs, we will help you navigate the planning nuances and identify the appropriate solution – without sacrificing your own financial goals and future.

EDUCATION PLANNING

Though it is best to start the college planning process when your child or grandchild is young, it is never too late.We will help you consider the best way to save for the college education that will give the next generation the start it needs in life.

CARING FOR AGING PARENTS

As your parents age, it can be difficult to anticipate the expense of health and long-term care. Your Giant Trades will help you consider the rising costs of senior care, from basic aging to debilitating illness, and ways to provide for your loved ones without sacrificing your own goals.

PLANNING FOR A CHILD WITH SPECIAL NEEDS

As a parent, you want to make sure your child with special needs is taken care of – no matter what. Diversify investment portfolios will help you develop income to provide the specialized care to your child needs and deserves.

GROWING MY BUSINESS
our work is more than just a job. You invested years in seeing your company through the business life cycle, taking responsibility for its mission and caring for its workforce. Whether you’re a corporate executive looking for guidance with retirement plans or managing stock options, or you’re a business owner looking to sell or take your company public,We have the capabilities and resources to help your business reach the next level.

RETIREMENT PLAN

For most any business, the most valuable asset is its people. You want to take care of the people whose performance means so much to the success of your business. Here we will help navigate your retirement plan options – simplified employee pensions (SEPs), SIMPLE IRAs, profit-sharing, 401(k) plans – and also help you make the best choice to provide for the financial futures of you and your employees.

CONCENTRATED EQUITY

For many successful individuals, wealth management includes developing a strategy for concentrated holdings of stock in a single company. Solutions are often complex and time consuming, a challenge to even the most sophisticated investor. Our professional managers will assist you in implementing customized strategies for preserving and diversifying your holdings.*