NY Life Investment Advisor in San Diego, CA

When you’re creating your financial strategy, it’s a good idea to combine investments that help your money grow with other products that protect your assets. If you don’t know where to start, don’t worry. We’re here to help you.

You’ve worked hard to build your savings, and annuities can help ensure that they’ll last. With annuities, your money grows over the long term, with the option to convert them into a guaranteed income stream. They also provide a payout for your loved ones if you pass away.

If you don’t want to manage your own diverse mix of investments, mutual funds can help do that for you. Professional portfolio managers invest pooled assets from all the fund’s investors into stocks, bonds, and other financial offerings.

With an exchange traded fund (ETF), you can invest in a basket of securities that mimic the overall market or a specific segment of it. Your choice of market segment could be anything from oil to corporate bonds, or a region like Asia or South America, or simply the S&P 500.

Funding private school, college, or other types of education isn’t easy, but you can get a head start with a 529 plan. It’s an investment account with tax advantages, designed to help you save for tuition and other education expenses. Anyone can make contributions to help the fund grow.

Financial advisors can add value to their practice by not overlooking any capital preservation option, learning to be well versed in the evaluation of all types of stable value funds and determining the best solution for each of their clients’ plans. Successful retirement plan advisors understand how to effectively position this unique asset class within a plan’s investment lineup, and how to efficiently evaluate, compare and select the right structure for each of their clients’ plans. Our sales and client relationship team  provide customized support to financial advisors and their clients.