Investments

Securing your future.

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    Our Investment Services

    At Robertson Insurance & Financial, we have the ability to offer a diverse set of investments for all of life’s events. Depending on your situation, we can help with your specific investment goals. If retirement is what you desire, we offer products that can help you reach that milestone. Also, if you are interested in short term investments, we have that too. The following is a brief list of some of the services that are available.

    Mutual Funds

    Mutual funds and variable products are sold by prospectus only. Carefully consider a fund’s or sub account’s investment objectives, risks, charges and expenses before investing. This and other information is contained in a prospectus available from your registered representative. Read the prospectus carefully before investing.

    Variable Annuities

    Variable annuities are long term investment products designed for retirement purposes sold by prospectus. Their value will fluctuate so that upon redemption may be worth more or less than the original cost.

    Fixed Annuities

    Fixed annuities are long term insurance products designed for retirement purposes. An annuity is not meant to be used to meet short term financial goals.

    Equity-Indexed Annuities

    Equity-indexed annuities are also long term insurance products designed for retirement purposes. Equity-indexed annuities do not participate directly in any stock or equity investments. An annuity is not meant to be used to meet short term financial goals.

    Group Retirement Plans

    A for-profit business could choose a 401(K), SEP, or SIMPLE IRA. Depending on the not-for profit organization, a 403(B) or 457 deferred compensation plan could be used. We are compensated in two ways. Planning services as investment adviser representatives are fee based. Implementation of suitable recommendations through our broker/dealer results in commissions in addition to the planning fee. A conflict of interest may exist if products of the insurance companies affiliated with the broker/dealer are purchased. All of this information is fully disclosed in writing at the time of entering into an advisory contract.

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