Investment Planning

shoop-investment-planning

Creating an appropriate investment portfolio based upon the level of risk you are comfortable with and the length of time your investments will be at work is essential to achieving your financial security—and your peace of mind.

 

At Shoop Wealth Management, we work with you to build a personal portfolio with appropriate asset allocation, cost minimization and tax efficiency. And then we proactively manage those investments – both short- and long-term – to grow your portfolio when conditions are ideal and protect it when they’re not. We provide insight, advice and transparency every step of the way, sharing with you frequent updates on our positions, the economy and market actions which all impact your investment portfolio.

401K, 403B CORPORATE RETIREMENT PLANS

529 PLANS

ANNUITIES

CERTIFICATES OF DEPOSIT

DIRECT INVESTMENTS

EQUITIES

EQUITY AND INDEX OPTIONS

FEE-BASED PORTFOLIO MANAGEMENT AND
BROKERAGE SERVICES

INVESTMENT RESEARCH

IRA'S: SIMPLE, SEP, ROTH, TRADITIONAL

MONEY-MARKET FUNDS

MORTGAGE-BACKED SECURITIES (GNMAS)

MUTUAL FUNDS / ETF'S

PERMANENT TERM & INSURANCE PRODUCTS

PORTFOLIO ANALYSIS & EVALUATIONS

PREFERRED STOCKS