Other Investment Objectives

While saving for retirement and for a college education may be the two most common investment objectives, there certainly are many more. Other common investment objectives include saving for a home purchase or the expense of a wedding. However, virtually any future financial event could be an investment objective. As with any investment objective, it is important to identify the purpose, the time frame, the current dollar amount available to invest, the future dollar amount needed, and the amount of risk that can be accepted. Each set of circumstances will lead to the use of a unique set of investment tools. At Nazelrod & Associates, we can help you to choose the proper investment tools to pursue your goals.

Gene Nazelrod and Jason Nazelrod are registered investment advisor representatives of Nazelrod & Associates Financial Services Inc., a registered investment advisor in the state of Maryland. Gene and Jason are also licensed in the state of Maryland as registered securities representatives of LaSalle St. Securities, LLC, a registered broker dealer. Please inquire about other states in which Gene or Jason are licensed. Gene and Jason are also Certified Financial Planners™ by the Certified Financial Planner Board of Standards.