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"Invest in yourself. It pays the best interest.”

We believe that strategic planning around the stock market can help make your dreams a reality. It’s no secret that there is opportunity for growth – and loss – with certain investments. Working with the professionals at Fox Financial Advisors will help clarify your goals, the timeline in which you would like to achieve them, and how much risk you’re willing to take. Considering all of the investment options available to you can be overwhelming. We can help narrow the scope of what investments are suitable for you to make investing simpler.

Client Centered
  • Asset Allocation Investment Models consisting of Mutual funds and  Exchange traded funds (ETF), systematically reviewed
  • Comprehensive Review of Household Financial Data
    • Risk Profile Evaluation
  • Account Consolidation to Simplify Finances
    • Traditional IRA, Roth IRA, Roth Conversion, Individual, Joint, and Trust account types
  • Retirement plan Investment allocation recommendations (401k, 403b, 401a, etc.)
  • ABLE investment Accounts for Persons with Intellectual and Developmental Differences (Achieving a Better Life Experience) 
  • Annuities: Variable, Fixed, and Equity Index

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