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Asset Allocation Planning
Asset allocation is the foundation of any investment program. The correct mixture of stocks, bonds and cash equivalents will determine over 90% of a portfolio’s return. We work closely with our clients to design a proper asset mix according to their individual goals and objectives. With Accessor Capital Management as a strategic partner, we are able to provide our clients with an individualized investment policy statement. Stop by today for an investment policy statement tailored to your financial goals.
Mutual Funds
Low interest rates, inflation and taxes can take their toll on a savings program. To keep up, consider one of the most effective, convenient and popular financial alternatives available today - mutual fund investing. At Bridgewater Savings, you can invest in a wide variety of mutual funds.1
Annuities
Annuities are on the "A" list for many investors because they offer a unique combination of tax-deferred growth potential and a competitive interest rate. In addition, an annuity pays a tax-free death benefit to the beneficiary of the annuity. The benefit is always at least as much as the amount invested, minus any withdrawals.2
Long Term Care Insurance
Help protect your assets against the potential drain of long term care with insurance through Fintegra Financial Solutions. This product is designed to provide your family with increased financial strength and independence if you need long term care in a nursing facility or your home.
Retirement Funding
It’s never to early to start planning for retirement. Choose from Roth and Traditional IRAs as well as other IRA alternatives. We can also help develop 401(k), Keogh or SEP Plans.
College Funding
The cost of sending a student to college continues to rise. We can help you start planning today for your child’s future.
Contact Stonebridge Investments
For more information on any of our products and services, please use our information request form, or give us a call at (508) 884-5778.
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Individual suitability should be determined before purchasing any security. Past performance is not indicative of future results. This is neither an offer nor a solicitation to purchase securities and any purchase should be accompanied or preceded by a prospectus, which you should read carefully before investing. |
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Annuities and insurance products are guaranteed, underwritten, and issued exclusively by, the respective insurance companies. Surrender penalties may apply for early withdrawal. A 10% IRS penalty may apply for withdrawals prior to age 591/2. An annuity does not provide any additional tax benefit when purchased inside of another retirement account. IRAs are tax-advantaged accounts, and a variable annuity will not provide additional tax savings. |
*Investment and Insurance Products are offered through Fintegra Financial Solutions, an independent registered broker/dealer, Member FINRA/SIPC, 763.585.0503. Bridgewater Savings Bank and Fintegra are not affiliated. Account Executives are registered representatives of Fintegra.
Investment and Insurance Products:
• Are NOT FDIC Insured • Are NOT Bank Deposits • May Lose Value
• Are NOT Insured By Any Government Agency |
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