Investments

Effective investing is effective risk management. The investment specialists at Dale Frank Insurance, building on nearly a half century of combined experience, take your desired level of risk exposure into consideration. We effectively fold the following options into our overall investment strategy:

IRA Rollovers

Often overlooked, an IRA account could have a remarkable impact on your financial wherewithal. We can discuss how to rollover any existing IRA accounts and put them to more advantageous use. Or, if would rather maintain your IRA, we can discuss what type of IRA is best suited to meet your financial goals.

Stocks

The most popular form of investment comes with a dramatic set of risks and rewards. Any serious financial planning must include the wise assessment – and investment – of stock options.

CDs & Bonds

Long considered a safe harbor for investors, the bond market can be markedly volatile, depending on current interest rates. At Dale Frank Insurance, we can devise a number of bond options that could generate viable monthly income for you or your family.

Mutual Funds

Though mutual funds are designed to minimize risk through the economics of the collective, collective risk is still a risk. We can – and do – use mutual funds to round out our strategic aims. Before we invest your hard-earned money, we carefully weigh the investment objectives of the fund with its fees and past performance.