Investment Services
Our Experienced Financial Advisor Brad Arndt will help you find an
investment vehicle right for you. Click here to directly contact Brad.
Brad Arndt and his wife Becky
reside on a couple acres near
Stonington. This has been
their home since 1998 when
they moved from Decatur.
Because investment planning
is a long-term process, Brad
offers continuous support with
personal, face-to-face service.
That is why you can count on
Brad to make getting to know
you his first priority. We want your next financial decision to make sense for you.
Let Brad help you take steps
to grow and protect a secure
financial future. We will work with you to help your resources serve your most important goals now and in the years to come
Financial Planning:
- Professional help in planning for cash flow management, retirement planning, investment planning, risk management and insurance planning, tax planning, and estate planning.
- Open-end or closed-end
- Money market funds, bond or fixed income funds, stock or equity funds and hybrid funds.
Fixed and Variable Annuities:
- Fixed annuities offer tax-deferred earnings for retirement with a fixed rate of return.
- Variable annuities offer tax-deferred savings for retirement and guarantee retirement income for life.
- Life insurance.
- Disability income.
- Long-term care.
- 529 College Savings Plan.
- Additional college planning vehicles.
- Trust accounts.
- Investment management.
- Portfolio construction.
- Wealth transfer tools.
