Investment and Financial Planning Services
Every investor has special needs and goals, whether it's preparing for college, planning for retirement, or purchasing a vacation home. Whatever your objectives, the guidance of a Banterra Investment Professional can help you create an investment strategy to work toward your goals within a set timeframe and budget.
We have access to a full range of investment* opportunities:
- Full-Service Brokerage
- Mutual Funds
- Tax-Deferred Annuities
Personal Investment Profile
Examining your current finances helps us develop your Personal Investment Profile. This profile then aids in mapping out an investment strategy to address your needs.
Portfolio Investment Profile
The Investment Representative reviews your current holdings relative to performance, risk, yield and outlook. Then, using your personal profile, our consultant can tell you which, if any, holdings should be revised or reconsidered.
Contact us and one of our Investment Representatives will provide detailed information and help you create a strategy to achieve your particular objectives.
*Security and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Not FDIC Insured. Not Bank Guaranteed. May Lose Value. Not a Bank Deposit. Not Insured by any Federal Government Agency.
*The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: IL, IN, and KY.