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 is a Registered Representative and Investment Advisory Representative 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