Your Guides to Tomorrow
Of all the things you’ll do today, which of them will you remember down the road? “Live for today” is excellent advice, but there’s more to life. A comfortable lifestyle today and a fnancially secure tomorrow starts with investment planning now. Today is just the beginning. We’ll help you take good care of all your tomorrows.
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Where we start Today.
Mutual funds, stocks, bonds - corporate and government, Exchange Traded Funds (ETFs), Unit Investment Trusts (UITs), Real Estate Investment Trusts (REITs), Socially Conscious Investing plus life simplifcation with consolidated brokerage statements
Roth and Traditional IRAs
Retirement Plans: 401(k), Rollovers, SIMPLE and SEP IRAs
Investment Portfolio Development, Allocation and Maintenance
Life, Long-Term Care and Disability Insurance
Fixed and Variable Annuities
The steps we take toward Tomorrow.
Blank Notebook Page – We don’t start with preconceived ideas. Each person’s goals and dreams are unique, so you are Step 1.
Discuss Goals and Dreams – This is about more than just money. We truly care about your goals. We’ll help you focus on where you’d like to go, advise you on how to get there and remind you of the importance of a disciplined approach to realizing your dreams.
Assess Risk & Special Concerns – Are you concerned about losing money? Do you want a socially responsible investment? Are you saving for a house/college/retirement?
Recommend a Strategy – We sort through hundreds of choices for you. As an independent frm, we offer a full spectrum of investment and insurance opportunities, rather than the limited options a specifc investment company may offer.
Reach an Agreement – As your fnancial partner, we work with you and for you so you can make informed decisions. High pressure sales tactics are not part of the equation.
Periodic Review – Like any strong relationship, we’ll stay close to make sure you’re heading in the right direction.
Contact & Disclosure Information
Cherokee Investment Services
607 Smith Ave S
Saint Paul, MN 55107
Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Security America Advisors, Inc., Jonathan B. Kvasnick, ChFC, Representative.
Cherokee Investment Services, BankCherokee, and the Securities America Companies are not affiliated. Jonathan B. Kvasnik is licensed to discuss and/or sell securities in the following states: AR, AZ, CA, DC, FL, IL, IA, MN, MT, TX, WA, WI,.
Not FDIC Insured - No Bank Guarantees - May Lose Value - NOT Insured by Any Government Agency - NOT Bank Deposits.