Client Investment Site

couple with laptop                        nest egg

Hello!

To Prospective Clients: At Financial Choices, we have the flexibility to work with over one hundred different companies. We've chosen to keep our company list much smaller so that we can provide the greatest efficiency while helping our clients manage their accounts. Feel free to click on any company links below to obtain more information about the quality products these companies bring to our current clients. Thank you for visiting and remember "saving is hard, but it is worthwhile."

To Current Clients:Thank you for entrusting in Financial Choices to help you reach your long term savings goals. We work very hard to help you work toward your investment goals, because your hard earned money is important. Remember to invest regularly, stay diversified and meet with your Investment Advisor Representative at least once each year for review. Please click on the lines below to view information about your accounts, including account balances.

Mutual Fund Companies

  • AllianceBernstein (1-800-221-5672)

  • American Funds  (1-800-421-0180)

  • ING Financial Partners (1-800-356-2906)                                                                                         (For Pershing Accounts and Advisory Accounts)

Please read the prospectus carefully before you invest.  For expenses, request a prospectus from ING Financial Partners, Inc., 25813 Ross St.  Plainfield, IL.  60585.  Read it carefully before you invest or send money

Annuity Companies

 

There is a surrender charge imposed generally during the first 5 to 7 years that you own the contract.  Withdrawals prior to age 591/2 may result in a 10% penalty, in addition to any ordinary income tax.  The guarantee of the annuity is backed by the financial strength of the underlying insurance company.  Investment sub-account value will fluctuate with changes in market conditions.  You should consider the investment objectives, risk and charges and expenses of a variable annuity carefully before investing.  To obtain a free prospectus containing this and other information about a variable annuity, contact Gina Davis-Lloyd at 815-436-8210. 

Life Insurance Companies

Stock/ Bond Actively Managed Accounts

529 College Savings Plans

For 529 plans, please read the offering statement and participation agreement carefully for details including fees, expenses and risks prior to investing or sending money.  Investor's home state may only offer favorable tax treatment for investing in a plan offered by such state.  Investors should consult a tax advisor for details.

There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment