Investments

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grsiInvestments

 

Investment Options Investment Services
Securities
  • Mutual Funds
  • Stocks
  • Bonds
  • REITs
  • Tax Advantage Products
Financial Planning
  • Personal, complete planning service
  • Recommendations and illustrations
Annuities
  • Fixed
  • Variable
  • Indexed
Retirement Planning
  • Retirement goal setting
  • Specific illustration of required actions to help achieve goals
  • Alternative strategies
Business Retirement Plans
  • SEP
  • SIMPLE
  • 401(k) plans
College Education Planning
  • Needs analysis
  • Illustration of funding alternatives
  • Review of investment options
Individual Retirement Plans
  • Traditional IRAs
  • Roth IRAs
Investments
  • Risk assessment
  • Asset allocation
  • Graphic comparison of current portfolio to alternatives
  • Periodic performance review

fintegraInvestments, Insurance and Investment Advisory Services are offered through Fintegra Financial Solutions, an independent broker/dealer, Member FINRA/SIPC, and SEC Registered Investment Adviser. Office of Jurisdiction number 763.585.0503. Grand Rapids State Bank and Fintegra are not affiliated. Scott Sarkela and Sara Bolen are Registered Representatives and Investment Advisory Representatives of Fintegra.

Investments, Insurance and Advisory Services are: *NOT FDIC Insured *May Lose Value *NOT Bank Guaranteed *NOT Insured by Any Government Agency *NOT a Deposit