Securities provided by Cetera Investment Services LLC
With Home Federal Investments, our Financial Consultants offer the personal attention your business deserves with the goal of helping you define and pursue your personal and business financial objectives. Our mission is to create unbiased strategic investment plans based on your needs, monitor portfolio performance and preserve wealth.
If you would like help with your business investments, insurance or retirement planning goals, our Financial Consultants can help develop a plan for you, your employees and your business.
Give us a call to discuss any of the following business planning and investment services:
- Brokerage account services
- Retirement plan installation and administration:
• Profit sharing and money purchase plans
• Roth IRA
• SEP, Keogh and self-directed retirement plans
• Simple 401(k)
• Standard, individual 401(k)
- Portfolio evaluations
- Business succession and wealth transfer planning
- Buy-sell agreement installation and funding
- Estate planning
- Executive compensation plans
- Key-man insurance
- Life insurance (term and whole)
Investment Experience You Can Trust
At Home Federal Investments, we focus on your current financial situation and your goals for the future. By keeping your objectives in focus, by staying in contact with you throughout all market conditions and by making investment adjustments as economic conditions warrant, Home Federal Investments maintains a constant commitment to putting service and integrity first.
Whether you are making a one-time investment or need long-term financial advice, our Financial Consultants personalize their services to help meet your business’s investment needs and help you develop the most potentially effective financial strategy for you.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investment Services, nor any of its representatives may give legal or tax advice.