Investments Offered at Majestic Financial
Wealth Planning can be accomplished through different means. At Majestic Financial, we use the investments that most clients are familiar with – mutual funds, exchange traded funds, stocks and bonds – in portfolio management. Each of these are chosen to fit within the client’s goals, risk tolerance and time horizon. Protection planning (life insurance and annuity contracts) can also be a key to wealth transfers in a tax efficient manner. Beyond these commonly used products, we also use strategies that some people may not have experience with such as Structured Investments, Options, and Discretionary. If you’re interested in learning more, please call (269) 443-2160 to set up an appointment with one of our advisors.
