Simplify the Decisions
An Investment Executive’s job is to pare down the choices – more than 9,400 mutual funds, plus thousands of annuities, insurance options and individual securities – to those that fit your parameters. By identifying appropriate options – including ones that are difficult to discover on your own – and focusing on your objectives and needs, an Investment Executive can save you considerable time and effort.
Product Options
- Mutual Funds
- Annuities
- Stocks/Bonds
- IRA’s
- Qualified Retirement Plans e.g. (401k, Simple IRA, 403b, etc.)
- Life Insurance
- Long-Term Care Insurance
- 529 Plans
Individual Investment Options
- Retirement Planning – Helping you design an investment strategy in line with your current and future goals.
- Qualified Plan Rollovers – We specialize in helping you rollover your qualified plans.
- Retirement Income Planning – Helping you meet your income needs in retirement.
- Estate Planning – For preservation of wealth from generation to generation.
- Investment Portfolio Analysis – We help you keep informed of how your investments are performing and when adjustments should be made if needed.
- Education Planning – We help you set up education portfolios for your children or grandchildren for their higher education dreams.
- Life Insurance Planning – We help you determine your needs and the type of life insurance that will work for your situation. We also offer policy reviews for your current life insurance to ensure that it is performing as expected.
- Comprehensive look at you financial needs and goals.
Business Investment Options
- Defined Contribution Plans
- Business Succession Planning
- Group Life Insurance & Long-Term Care Insurance
Service & Commitment
The service doesn’t end when you select your investments. We will monitor the performance of your investments, and will be available to meet with you should you have any questions or if your investment needs change. Our commitment to customer service sets us apart from the competition.
Our Insurance Specialist & Registered Representatives
Beth Munnik, Insurance Specialist
Cynthia Roeck, Insurance Specialist
J. Brent Browning, Insurance Specialist
Daniel C. Fabisiak*, Registered Representative
Kurtis Powers*, Registered Representative
*Registered Representative with/and Securities offered through J.W. Cole Financial, Inc.Member NASD/SIPC, 3550 Buschwood Dr. Suite 135, Tampa, FL 33618, (813)-935-6776. Cleveland Investment Center and J.W. Cole Financial are independently owned and operated.
This communication is intended for individuals residing in the state of Wisconsin. The contents of this website do not constitute a solicitation to purchase or sell securities in other states. No offers may be made or accepted from any resident outside the specific states referenced.
Non-deposit investments and insurance products are NOT FDIC insured, are NOT deposits, or other obligations of, or guaranteed by, any bank and are subject to investments risks, including possible loss of principal amount invested, and may invoke sales charges and other fees.
See our "Consumer Education" page for "Financial Strategy Meetings" being held for your convenience at both our Cleveland and Howards Grove offices.
