Turn to Bremer Investment Services for all of your investment and financial planning needs, including:
Asset allocation is fundamental in financial planning and is a long-term strategy designed to help investors achieve their financial goals without assuming undue risk. It’s based on the premise that various types of investments have different characteristics that often prompt them to respond differently to economic and financial developments.
Asset allocation in your financial plan helps you meet multiple needs over time. That way you don’t have to start from scratch each time you have a new goal, such as saving for a wedding, paying for college, buying a home or providing for your retirement.
Asset allocation does not ensure a profit or protect against a loss.
By working with your legal and tax professionals, your financial advisor can help develop a plan to maintain your lifestyle while preserving your commitment to the people and causes you cherish.
Your financial advisor will work with you to perform a full financial review and may recommend life insurance, or advanced insurance strategies, to help meet your goals and desires.
At least half of Americans over the age of 65 will need long-term care. The odds are high that you or a loved one will have a chronic illness, disability or cognitive impairment requiring care, so be sure you’re protected.
Your financial advisor with Bremer Investment Services can help you find flexible, affordable insurance to help you maintain your independence and ease the financial burden of long-term care.
Your Bremer Investment Services advisor will help you analyze and structure your assets to pursue maximum tax benefit, while also doing everything we can to build your earnings and investments.
Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person’s situation. You should discuss tax or legal matters with the appropriate professional.