Portfolio Management Services
IRA Rollovers
Self-Directed Brokerage Accounts
Investment Planning
Mutual Funds
Equity Index Annuities
Preparing You For The Retirement You Planned For
Donner’s Financial Services, Inc. | Port St. Lucie, Florida
Portfolio Management in Port St. Lucie, FL
Donner’s Financial Services, Inc., offers a wide range of services about portfolio management in Port St. Lucie, FL, to help you grow and preserve your wealth. Retirement planning is about more than just putting aside a percentage of your paycheck and waiting for the money to grow. It’s about portfolio management — allocating your assets to maintain a risk/reward factor that’s appropriate for your stage in life and your own retirement goals. This means continually analyzing the market and your investments and reinvesting appropriately to balance your risk.
This can be time-consuming and requires a working knowledge of today’s market conditions. Unless you’re prepared to tackle your portfolio management as a part-time job, you need help.
PROVIDING SOLUTIONS FOR TODAY’S CONCERNS AND TOMORROW’S FUTURE
Our Portfolio Management Services
Donner’s Financial Services, Inc., offers a wide range of portfolio management services to help you grow and preserve your wealth. Here’s a quick overview of how we can help you retire on time and on target.
IRA Rollovers
This is the process of moving your investments from an employer-sponsored 401(k) to an IRA account that’s yours and yours alone. We can help you understand the risks and benefits of different accounts so that you can invest accordingly.
Self-Directed Brokerage Accounts
These accounts go hand in hand with a 401(k) program. Essentially, you can allocate some of your money into investments of your choice. We can show you the right ones.
Equity Index Annuities
These investments provide an annual return rate tied to a specific stock index, such as the S&P 500. Since stock indexes always go up over the long term, this is a good way to ensure a moderate rate of return.
Mutual Funds
These funds combine a mix of different stocks, but not all funds are the same. Some are risky but offer tempting rewards. Others are safer but offer limited returns. We can help you invest appropriately for your particular goals.
Investment Planning
Individual stocks, privately-held companies, and bonds can all be good investments when managed appropriately. Let us do the work so that you can live your life with peace of mind.
We specialize in more than just portfolio management. Please view our entire list of services here.
Why Choose Donner’s Financial Services, Inc.?
There’s nothing preventing you from managing your own financial portfolio. On the contrary, it’s your right as an American to oversee all of your investments.
However, this strategy has many potential pitfalls. For instance, it can be time-consuming just to educate yourself on the costs and benefits of different kinds of investments. Worse yet, financial regulations are constantly changing, meaning that this week’s “sure thing” can be next week’s strong sell. Unless you’re prepared to spend time every day reading up on the market, it’s wiser to let a qualified wealth management professional handle the finer points of your portfolio.
To partner with a Registered Investment Advisor who takes the time to understand your personal investment needs, contact us!
We offer portfolio management services to Port St. Lucie, Stuart, Jenson Beach, West Palm Beach, and the surrounding communities. Call us directly at 772.353.5414 or click the button below to schedule a consultation.
SECURITIES TRANSFER AGENTS MEDALLION PROGRAM
Donner’s Financial Services Inc. is a Registered Investment Advisor. The firm only transacts business in states where it is properly registered, excluded or exempted from registration requirements. Registration as an Investment Advisor does not indicate that the advisor has attained a particular level of skill or ability.
William D. Donner Is an Investment Advisor Representative for Donner’s Financial Services Inc. based In Port St. Lucie, Florida. Donner’s Financial Services Inc. is licensed in Florida under the Florida Financial Regulation Division.
Donner’s Financial Services Inc. is also licensed in Michigan under the Corporation Securities and Commercial License Bureau OF THE STATE OF MICHIGAN.
Donner’s Financial is also Licensed in Michigan and Florida to sell insurance.
The information included herein should not be considered a solicitation or an offer to sell products or Financial Services in any State besides those in which
Donner’s Financial Services Inc. or William D. Donner is properly licensed.
Donner’s Financial Services – Port St. Lucie, Florida
Donner’s Financial Services – Port St. Lucie, Florida 34986