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College
Savings Plans
Financing a higher
education for someone important to you
is a challenge you don't have to face
alone. BLM Investment Services offers
personal financial services, a full line
of investment products, and advice to
help you make wise decisions now and in
the future.
Individual
Retirement Accounts
Future financial
security doesn't just happen. It takes
planning and proper investing today. One
of the most important investment tools
available for retirement planning is the
tax-advantage Individual Retirement
Account (IRA). Contact Shane Moen at BLM
Investment Services to discuss the
features and benefits of both the
Traditional IRA and the Roth IRA. Also
contact Shane when considering a
rollover of a retirement account from a
former employer. A properly structured
rollover can avoid unnecessary IRS
penalties.
Life
Insurance
Protecting your
family and your assets is what life
insurance is all about. With so many
choices available, it can be challenging
to select the type of insurance that
best fits your lifestyle and financial
objectives. At BLM Investment Services
we will help you select the right type
of insurance policy based upon your
individual needs.
Mutual Funds
Whether you're a
small or large investor, prefer
conservative or aggressive investments,
mutual funds work to give you an
opportunity for capital appreciation or
competitive yields, liquidity and
relative safety. That is because mutual
funds provide diversification, along
with the added benefit of professional
management.
Tax-Deferred
Annuities
Think of an annuity
as your own personal retirement account,
one that allows you to save your money
in a tax-advantaged way. Annuities,
unlike bank certificates of deposit
(CD), are not FDIC insured. However, the
money placed within an annuity grows
tax-deferred. This benefit sets
annuities apart from taxable investments
by allowing you to decide when to pay
the tax. Contact Shane Moen to learn
about the different types of available
annuity plans.
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