IL_PPT_3a_KellyShumaker_2

IL_PPT_3a_KellyShumaker_2 - offer? A Fund for Everyone...

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Click to edit Master subtitle style Investment Funds Casey Investments Your Personal Investment Managers
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A Personal Approach The balance between  stability, income, and  growth
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The Right Approach for You Let’s determine Who you are What you currently have What your objectives are What you need How to meet your needs I n v e G o a l G r o w Retir e
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A Question of Funds What are my investment objectives? How stable is my investment? How much income might this investment  provide? What growth potential does the investment 
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Unformatted text preview: offer? A Fund for Everyone Money Market Funds Short-Term Bond Funds Intermediate-term Bond Funds Long-term Bond Funds Growth Funds Growth and Income Funds Global Growth Funds Average Investment Return 2 4 6 8 10 12 Products and Service Products Stocks, bonds, and mutual funds Services Complete financial and tax planning Estate planning Check writing Electronic Fund Transfer (EFT)...
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This note was uploaded on 12/07/2010 for the course CST CST210 taught by Professor Mom during the Spring '10 term at University of Phoenix.

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IL_PPT_3a_KellyShumaker_2 - offer? A Fund for Everyone...

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