Simplify My Investments

Taking responsibility for your financial future involves more than opening a savings account. Saving preserves money. While investing includes more risk, it also has the potential for higher returns. But the many investment options available can be overwhelming. Don't worry, we can help make it simple.

There are two phases of the investment process: accumulation (building your funds) and distribution (using your funds), and we can help you design an investment strategy for both.

In a few simple steps, your agent can help you:

• Set your financial goals.
• Understand your risk comfort zone.
• Explore investment options like mutual funds, IRAs, retirement funding, college funding, annuities or estate preservation.
• Determine a strategy that fits your needs.

The hardest part is getting started. Farm Bureau Financial Services can help.

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