Investment Management

At Unland Wealth Solutions, we make sure your investments work as hard as you do. Our experienced team evaluates and assesses your needs and puts together the suitable combination of investment tools for the present and the future. We recommend a versatile investment management plan that seeks to utilize the optimal mix of financial options, for example: 

• Educational IRA
  
• Roth IRA
  
• Brokerage accounts
  
• Bonds
  
• Treasury Bills
  
• Traditional IRA

A comprehensive plan for your needs incorporates the savvy buying and selling of investments, smart budgeting and targeted tax planning. Whether you need to plan for near horizon events such as college for a child or later goals such as retirement, our experienced advisors look out for your financial health.

Our approach to investment management begins with an assessment of your overall financial picture. We talk with you about your goals for the present and future and your tolerance for risk.

Our financial professionals then leverage their knowledge and insights to create a blueprint that will stand up in changing economic conditions. A flexible plan allows you to change course when necessary and to take advantage of opportunities such as government securities, a SEP IRA and variable annuities.

To learn more about our personal approach, call Unland Wealth Solutions at 309.642.6827. We help you pursue your goals.