BANDER Investments

Call today to find out more about our limited time offer of complimentary services! (855) 226-3374

  • Financial Planning Consultation A consultation with a financial professional can help point you in the right direction and help you to know what steps are necessary to reach your financial objectives. We have a formalized process for making financial decisions and investments. We will share with you our tools and strategies for making better financial decisions. You can receive a complimentary consultation today by calling and referencing our website. (855) 226-3374
  • Social Security Analysis One of the most common questions from clients is when they should start their Social Security benefit?  If they should file a restricted benefit, delay or file a spousal benefit?  The differences of when you file for Social Security can be astounding.  Contact our office today for a complimentary Social Security analysis. We will help you to determine the strategy that best fits your needs. This will help you as you make decisions about retirement and better plan for your future.
  • Risk Tolerance Analysis Did you know that investors are twice as concerned about avoiding losses than they are about achieving potential gains?  That is one of the reasons investors tend to sabotage their own investing; selling when they get scared during market lows and buying when the market "feels" safe again during market peaks.  This is why BANDER Investments uses Riskalyze.  It starts with a risk number; a quantitative way to pinpoint how much risk you want, how much risk you need  to take to reach your goals and how much risk is actually in your portfolio.  The results are powerful.  Contact us today to take our risk tolerance survey to determine what your risk number is.