Investment / Retirement
The Fifth Pillar of Financial Wellness. (My Wealth Account)
Builds future income and long-term independence.
1) Emergency Savings Account
2) Budget
3) Debt
4) Insurance / Protection
5) Investment / Retirement
What is MyWealth Account?
MyWealth Account provides investors with a quick and simple way to access professionally managed portfolios.
You can easily open a new account today in a few minutes!
MyWealth Account can help you to Create, Manage, Protect, & Distribute Wealth® for your future.
Investment Advice from an Independent Fiduciary
Access to Asset Strategy Wealth Advisors built portfolios.
Investing Should be Easy!
Our streamlined, paperless onboarding process is powered by Betterment.
Portfolio Construction
Invest like a pro! Find the right customized portfolio to help reach your personal financial goals.
Smart Tech
Algorithms match your risk tolerance and specific goals to diversified portfolios, including automated trading and rebalancing.
No Minimums
Low 0.50% Annual Fee
Investing for retirement is important for several reasons:
- It empowers individuals to maintain their lifestyle post-retirement, or build towards their long-term goals. Through investments, one can accumulate a nest egg to cover living expenses, healthcare, and leisure activities during retirement.
- Starting early can help maximize the benefits of compound interest and potential market growth, amplifying savings over time. Maybe your long-term goals can be allocated more growth oriented, because there is time to overcome short term market volatility, while shorter term goals may need a more conservative approach.
- Without adequate retirement funds, individuals risk financial insecurity, reliance on social support systems, or compromising their desired standard of living. Prudent investment for retirement is not just a financial strategy but an important step toward securing long-term financial stability and peace of mind.
We understand that everyone’s financial journey is unique, and that’s why we offer personalized solutions tailored to your specific needs and aspirations.
No matter what your financial aspirations may be, whether it’s saving for a dream vacation, investing for retirement, or simply striving for financial independence, MyWealth Account is designed to empower you to achieve your goals. Whatever your ambitions are, we have the technology and expertise to help make them a reality.
We’re here to guide you every step of the way. Dive in!