We can provide alternatives to your individual financial needs, whether you are a first time investor or already have a significant investment portfolio. Let us help you develop a financial plan to address your specific investment goals and objectives.
A stock represents participation in the ownership of a company. It is indicated by shares, which represent a piece of the corporation's assets and earnings. Buying and selling stock can be puzzling, but it may play an important role by providing growth opportunities when positioned properly in a portfolio.
Bonds are typically used for investors seeking income. They are debt instruments issued for a period of more than one year, up to 30 years. The US Government, local governments, water districts, companies and many other types of institutions issue bonds for sale. When an investor buys bonds, he or she is lending money. The seller of the bond agrees to repay the principal amount of the loan at a specified time. Interest-bearing bonds pay interest in varied modes.
Provides protection against things such as premature death, nursing home, or disability. By making payments in the form of premiums to an insurance, they then agree to pay an agreed-upon sum to the insured in the event of death, disability, or nursing home confinement.
When seeking financial guidance, opinions from an experienced professional are best when searching for strategies to attain certain financial goals, such as retirement, education, tax savings and more.
Stock investing involves risk including loss of principal. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values and yields will decline as interest rates rise and bonds are subject to availability and change in price.
Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The prospectus contains this and other important information about the investment company. You can obtain a prospectus from your financial representative. Read carefully before investing.
An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs involves additional risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.
Investors should consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other important information. You can obtain a prospectus from your financial representative. Read carefully before investing.
Securities offered through LPL Financial, member of FINRA and SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Security Bank and Security Investment & Retirement Services are not registered broker/dealers and are not affiliated with LPL Financial.
NOT FDIC Insured | Not Bank Guaranteed | May Lose Value
Not Insured by Any Federal Government Agency | Not a Bank Deposit
This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LP Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered: Oklahoma, Texas, Arkansas, Tennessee and Washington DC. Please note that not all of the investments and services mentioned are available in every state.