Welcome to Investment Solutions
“At the core of every great relationship is trust”
Trust goes far beyond always being available; it includes being a resource in every aspect of someone’s financial life and not waiting for something to go wrong before talking about it. We want our clients to trust us and in exchange for that trust we must be able to provide a professional level of advice and service.
Investment Solutions is a full service financial planning firm striving to build financial balance with appropriate priorities and proper organization. We are located within a number of Roundbank branches to help ensure our clients can easily find us and we have access to other important financial resources. With our clients, we do not lead with a financial plan built on unattainable assumptions and unrealistic risk.
Steps toward saving more & revitalizing your retirement strategy. When it comes to retirement saving, many women lag behind many men. Historically, that has been the case. The 2015 edition of Financial Finesse’s annual survey, The Gender Gap in Financial Literacy,...read more
Suggestions to accelerate & maintain the pace of the effort. Numerous articles have mentioned the obstacles women can face as they save for retirement. Turning from the negative, here are some positive factors that may help women save more. Financial literacy....read more
If so, how can they plan to meet those challenges? A new study has raised eyebrows about the retirement prospects of women. It comes from the National Institute on Retirement Security, a non-profit, non-partisan research organization based in Washington, D.C. Studying...read more