Investment Planning

Investment Planning is a key component of any Retirement or Wealth Plan. Properly selecting a mix of investments with the goal of satisfying an individual investor’s wish to minimize risk while maximizing returns can be a difficult process. At Yaegers Financial Services, we work with you to make sure your financial goals, risk tolerance, and investment mix are all working together toward helping your goals become a reality.

As independent financial advisors, we do not offer any proprietary products or investment banking activities. This enables us to provide investment recommendations that integrate a broad scope of investment products, including stocks, bonds, annuities, and mutual funds. Our partnership with LPL Financial, the nation’s largest independent broker-dealer in the country, provides us with direct access to LPL’s team of analysts and to tools and technology designed to help increase the value and impact of our independent research.

Our client-focused approach allows us to select investments that are based solely on the interests and needs of our clients. We offer a wide array of asset management programs ranging from brokerage to fee-based accounts. This broad base of programs provides you, the investor, with options when formulating an appropriate personalized investment management strategy.

Choosing the right team to manage your wealth can be one of the most consequential decisions that you will ever make. With increasing uncertainty in today’s financial markets, the need for independent professional advice is becoming more important every day. At Yaegers Financial Services, we are here to help you navigate these markets and select investments that are right for you and your Wealth Plan.

[1] As reported by Financial Planning magazine, June 1996-2020, based on total revenue.