The advisors of Briskey Financial Services are licensed to offer several different types of investment accounts.  The following is a list of some of those accounts, investments types, and examples of factors affecting investments:

 
  • Non retirement investment accounts (Individual, Joint, Trust, Estate, Custodial, and College Savings)

  • Individual Retirement accounts (Traditional IRA, Roth IRA, Inherited IRA and Roth IRA, and Individual 401k)

  • Group Retirement accounts (Simple IRA, SEP IRAs, 401ks, 403bs, ESOPs, Profit Sharing Plans, Deferred Comp Plans, 457 Plans, and TSAs)

  • Exchange Traded Funds (ETFs)

  • Passive Index Funds

  • Common Stocks

  • Preferred Stocks

  • Real Estate Investment Trusts (REITs)

  • No load Mutual Funds

  • Corporate and Municipal Bonds

  • Certificate of Deposits (CDs)
  • Time Horizon

  • Tolerance for Risk

  • Rate of Return Goals

  • Future Financial Goals

  • Stock/Bond Diversification

  • Domestic/International Allocation

  • Investor Experience

  • Need for Growth vs. Income

  • Internal Expenses and Transaction Costs

  • Investment Ratings and Historical Investment Performance