Individual Investor
Individual Investor
Mowinski Financial has the products and services necessary to help all types of investors from the most conservative to most aggressive or anywhere in between. We use our MF Formula to bring you more value. We manage individual, joint, trust and many other types of accounts. We have access to a robust selection of investments including ETFs, Mutual Funds, Stocks, Bonds, Structured Notes, Annuities, CD’s, etc.
Areas to consider when Investing often include
- Goals for your Money
- Time Horizon (how long to save, how long will you need the money)
- Is someone actively managing your money
- Avoiding/Minimizing taxes
- Estate and succession planning.
- Ensuring you won’t outlive your money
- Customized financial planning.
- Risk management & your Risk Tolerance
- Diversification
- Volatility