Personal Investments

Your personal goals deserve holistic strategies to help you achieve them. At Levine Group, we offer integrated personal investment services for individuals and families throughout the country. Our team consists of Accredited Investment Fiduciary (AIF) professionals and Certified Financial Planner™ professionals who are experienced and knowledgeable in all areas of investments.

From single products to comprehensive strategies, we can help build and implement a financial plan that meets your current needs and future objectives.

The decisions you make today will have a lasting impact on your future. Whether you are days or decades away from retirement, now is the time to strategize for your healthy retirement.

Products

Mutual Funds
ETF’s (Exchange-Traded Funds)
Professional Managed Money
Annuities
Alternative Investments*
Certificates of Deposit (CD’s)
Stocks & Bonds

*Investing in alternative assets involves higher risks than traditional investments and is suitable only for the long term. They may not be tax efficient, and have higher fees than traditional investments. They may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain.

Strategies

Financial Plans
Retirement Income Planning
ROTH IRA Conversions
Wealth Distribution
Social Security Analysis