Investments for Individuals

financial planning session
save or spend on chalkboard
financial terms puzzle pieces
Enjoying a secure and dignified retirement can sometimes seem like a difficult and distant subject for many individuals and families.  There are so many other day to day challenges; bills, raising children, buying a home, college and more.  It is ironic that as we become older, saving for retirement becomes a high priority, when in reality beginning to save early in life can prove very effective.  At Azimuth, we believe that helping investors of all ages learn more about investing strategies and investment vehicles goes a long way toward getting people to act.  People do not actively participate in areas or endevors they don't understand.  Azimuth Capital has had great success in helping to educate and excite people about how to make their money work harder for them and guiding them through the process.

Everyone's needs and wants are unique.  The following are common questions we help to guide people through on a daily basis.

     - I don't have a lot of money, can I begin to invest?
     - How do I choose the best investments in my 401k, 403b, etc.?
     - How much should I put into my 401k, 403b, etc.?
     - What is best for me, an IRA or a Roth IRA?
     - How can I make my investments more tax efficient?
     - What is the best method to save for college expenses?
     - I need help transitioning from working to retirement and have many questions?
     - Is my current investment plan sound and suitable?

Bring all your questions to us at Azimuth and we will help make the complex seem simple and fun.  We look forward to helping you achieve your dreams.