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FINANCIAL ADVISING FOCUSED ON YOU!
Your financial future is a huge part of living a happy and successful life. Often times financial planning and Financial Advisors are viewed as overwhelming topics. That could not be further from the truth with St. Cloud Financial Investment Services. Like all our employees, they are local people who care about you and our community. They are here to help you be successful and will always do what is best for you and your life!
They will help you create a plan that's right for you with the investment choices, tools, and strategies that can help you with the financial goals that are right for your personal situation. From account options to investment tools, we can help you create the right combination for the life you want to live.
Meet your Team:
Bob Felix*
Financial Advisor(320) 258-2166rfelix@scfcu-invest.comhttp://brokercheck.finra.org/
Ann Frost
Registered Representative(320) 258-2179(320) 258-2166afrost@scfcu-invest.comhttp://brokercheck.finra.org/
Here is how we can help you with your financial goals:
- Asset allocation strategies
- Traditional, Roth, SIMPLE and SEP IRAs
- IRA rollovers
- Retirement planning
- College funding options
We will help you use the right combination of financial tools to construct your ideal portfolio.
You have many investment options:
- Equities, including US large cap, US small cap, and international stocks
- Mutual funds
- Index funds
- Fixed, variable and index annuities
- Unit investment trusts
- Exchange Traded Funds (ETFs)
- U.S. Government Bonds
With the right combination of investment strategies and tools, you can create the ideal portfolio to help you meet any future needs.
Down the road, as you age and develop a financial base, your needs may extend to asset protection in order to prepare for retirement and life beyond.
- Estate planning
- Trust Investments
- Life insurance policies and planning
- Long-term care insurance
Make your financial future a priority with a team committed to your success. Learn more about what the right financial planning can do for you today! We look forward to working with you!
*Bob Felix & Ann Frost
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Privacy OnlineOur website, http://www.ceteraadvisornetworks.com/ is a great way for current and potential customers and registered representatives to find out more about Cetera Advisor Networks’ products and services. It also offers users some handy "financial calculator" tools and market information. Rest assured that when you visit our site we will not try to gather any personal identifiable information from you without you knowing it. The following summarizes the extent to which we gather and use information obtained through our website:- Cookies – Our website does not utilize cookies—small bits of information which are sometimes sent by Web servers and stored on your hard drive. At no time will visitors to the Cetera Advisor Networks website be sent a cookie.
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