Get Financial Advice That Puts You On The Path To Your Long-Term Goals
For many Americans, the path to retirement can seem like a path with no end in sight. Luckily, it doesn’t have to be. Our financial advisers have years of experience mapping out what you need to retire and the investment vehicles that can help you get there so you can relax and enjoy the ride. Reach out to us and see how our financial advisers can help.
Growing Your Net Worth Starts With Successful Planning
People who stick with their plans are worth an average of three times more than those who didn’t plan.
Investing Early & Staying Steady Is Your Most Powerful Strategy.
If you start early and hold an investment for a long period of time the power of compounding interest will begin to accelerate the growth rate of your investment after a few years.
All The Financial Products. Zero Pressure.
From complete financial planning and execution to just getting a second opinion on your current retirement plan, we are here to help you achieve your financial goals with no pressure from us and all of the investment products you could want, including:
What is a mutual fund?
A mutual fund is nothing more than a collection of stocks and/or bonds. You can think of a mutual fund as a company that brings together a group of people and invests their money in stocks, bonds, and other securities. Each investor owns shares, which represent a portion of the holdings of the fund.
What is a stock?
A stock is a type of security that signifies ownership in a corporation and represents a claim on part of the corporation’s assets and earnings.
What is a bond?
A bond is a debt investment in which an investor loans money to an entity (typically corporate or governmental) which borrows the funds for a defined period of time at a variable or fixed interest rate. Bonds are used by companies, municipalities, states and sovereign governments to raise money and finance a variety of projects and activities. Owners of bonds are debt holders, or creditors, of the issuer.
What is an annuity?
An annuity is a contractual financial product sold by financial institutions that is designed to accept and grow funds from an individual and then, upon annuitization, pay out a stream of payments to the individual at a later point in time. The period of time when an annuity is being funded and before payouts begin is referred to as the accumulation phase. Once payments commence, the contract is in the annuitization phase.
What is a brokered CD?
A certificate of deposit (CD) that is purchased through a brokerage firm, or from a sales representative other than a bank. The bank is still the initiator of the CD, but has outsourced to firms that strive to locate potential investors. A higher price is generally paid for these types of CDs, as they are in a more competitive market.
What is a money market?
The money market is where financial instruments with high liquidity and very short maturities are traded. It is used by participants as a means for borrowing and lending in the short term, with maturities that usually range from overnight to just under a year. Among the most common money market instruments are eurodollar deposits, negotiable certificates of deposit (CDs), bankers acceptances, U.S. Treasury bills, commercial paper, municipal notes, federal funds and repurchase agreements (repos).
Securities and advisory services offered through Ausdal Financial Partners, Inc. 563‐326‐2064. 5187 Utica Ridge Rd, Davenport, IA. 52807. Member FINRA/SIPC.
Granite Bank, Granite Investments and Ausdal Financial Partners, Inc. are separately owned and operated.
Products offered by Ausdal, Financial Partners, Inc. are not deposits or other obligations of Granite Bank and are not guaranteed by the bank. Furthermore, they are not FDIC insured and are subject to investment risks, including possible loss of the principal invested.
Check out the background of this investment professional on FINRA’s BrokerCheck. FINRA Broker Check link: brokercheck.finra.org
Neither firm is affiliated with Granite Bank or its related companies.
*Not FDIC insured *May go down in value *Not guaranteed by Granite Bank *Not a deposit *Not insured by any federal government agency.
*Annuity payouts are subject to the claims paying ability and financial strength of the issuing insurance company. An investment in an annuity involves market risk and possible loss of principal.
What You Should Expect When Getting Your Financial Advice With Us
Service You’ll Love
Your money is important and we know that. That’s why our financial advisers are at your service every step of the way. We make ourselves available to answer any questions you may have and explain every decision we make.
Our advisers earn a percentage of your total assets under management which means our financial recommendations are based solely on protecting and growing your net worth.
Your Best Interests First
Your best interests come first with every financial decision we make. Why? Because not only is it our fiduciary and legal responsibility, it’s the way we treat people in our community.
Meet The Financial Adviser Dedicated To Providing You With Extraordinary Service
Jeff has 20+ years of experience and a broad background in the investment and insurance industry. He looks forward to working with individuals, families, and businesses to plan their short-term or long-term financial goals, and help them achieve success.
Here Are 3 Reasons To Get Your Investment Advice From Us
Ready to Get Started?
REASON 1. No pressure. Ever.
High pressure sales makes everyone uncomfortable, that’s why when you reach out to us you will be paired with a dedicated financial adviser who is only focused on getting to know you and your goals. Nothing else.
REASON 2. Unique personalized investment strategy
Your goals are unique and so is your situation, that’s why we build personalized investment strategies that align perfectly with your goals.
REASON 3. Advice at your pace
Your financial adviser will be providing advice that matches your expectations. For the passive investor that means we handle your tax harvesting, re-balancing, and much more. For the active investor, we’re here for you to ask questions, bounce ideas off of, and help manage your portfolio.
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