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Mutual
Funds
For many of our customers, mutual funds form the
core of their investment program. They provide
professional management, diversification, liquidity
and a wide variety of investment objectives. With
access to fund families such as American, Oppenheimer,
Putnam, Fidelity and others, your Investment Consultant
will work with you to develop a mutual fund portfolio
that will help you reach your long-term goals.
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Annuities
Annuities, both fixed and variable, offer our customers
the opportunity to have their money grow without being
subject to current taxation. Many investors enjoy the
ability to invest in a wide variety of sub-accounts
(similar to mutual funds) knowing that the earnings
are tax-deferred as long as the money stays inside the
annuity. Other investors, concerned with the safety
of their principal but wishing to defer taxation on
their earnings, choose a fixed annuity. Your Investment
Consultant has access to annuities from Hartford, ManuLife,
Jackson National, Allstate and others to fulfill your
needs.
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Life Insurance
No financial plan can be complete without ensuring
that your loved ones will be taken care of financially
in the event of an untimely death. At Five Star Investment Services,
we know that life insurance is a complex and emotional
issue. We will work with you to be certain you
have the right amount and the right type of life
insurance in place.
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Individual
Securities
As a full-service brokerage, Five Star Investment Services
can help you purchase or sell individual stocks
and bonds at a very reasonable cost.
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