Investment Stage: Savings Under $50K

Developing an investment strategy can be overwhelming. Maybe you are early into your career, but you regularly put back 5 percent of your paycheck into savings. Or maybe you’re tucking away $100 here and $250 dollars there, steadily accumulating savings, even if it’s not large enough to be handled by a “traditional” portfolio manager. Good for you on getting a head start.

At First State Investment Advisors, we tend to think of you as asset accumulators of the future. That’s why we want to provide you with free financial counsel today, so you’re prepared for a financially-sound future.

Based on your tendency to save your hard-earned money, we know financial security is a priority. We also know you invest in your friends and family, countless hobbies and passions, your career and just living your life every day. Let us help you find a perfect balance between living in the present and preparing for your future.

Take the first step and give us a call. We’ll help you get a handle on your money management, so you can get back to your life.