Financial Answer Center
Find the answers you need, just when you need them.
Getting clear on your goals helps you focus on what you really need to do to save for your retirement. So, setting a financial goal for your retirement investment strategy should be your first step. To help pursue this goal, consider the following questions:
The investment strategy you develop to work toward your retirement goal depends on the answer to all five questions, but your tolerance for risk is one of the most important factors determining the investments you choose.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. United Wealth Management is a trade name of United Bank. Infinex and United Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.