Investment Advice You Can Trust.
With HAPPY Investment Services, you will receive investment advice you can trust from Wealth Advisors at HAPPY Investment Services who believe in our bank values of service and integrity. The Wealth Advisors at HAPPY Investment Services work with you to create and manage your personalized investment and retirement plan.
Through our relationship with LPL Financial, Member FINRA / SIPC, one of the nation's leading diversified financial services companies and the nation’s largest independent broker/dealer*, we provide access to a world-class body of financial planning resources— so you’ll always have what it takes to make informed decisions and invest your money with confidence.
*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.
Investment Management and Advisory Services
Selecting the right investments and monitoring them over time is crucial to any long-term strategy. Wealth Advisors at HAPPY Investment Services are here to help you. Our goal is to develop a personal roadmap for you through one-on-one financial planning and to help you navigate that plan to a financially secure future. We provide strategies designed to help you work toward growing your assets or creating income to help you pursue your dreams.
We want to help you customize an investment portfolio to help make your money work for you. With your help, we can determine the suitable mix of investments to help you address your financial objectives.
Whether retirement is near or far away, Wealth Advisors at HAPPY Investment Services can help you project your future needs and develop a custom retirement plan. We can help you understand your retirement options and devise a plan that will work for your needs.
Most people rely on three sources of income during retirement: Social Security, employer-sponsored plans (401k, 403b, etc.), and personal retirement savings that may include traditional IRAs, Roth IRAs, and annuities. We are experienced at helping you make the most of these and many other opportunities. Give us a call today.
IRAs and Rollover Strategies
Wealth Advisors at HAPPY Investment Services can help you decide what is suitable for you by evaluating your situation. Whether you are changing jobs or ready to retire, you have choices to make for the money you have in company-sponsored plans. Let us help you uncover the answers to questions like: How can I protect my IRA plan? Should I move money from my 401k, 403b, or 457? If so, how will that affect my estate planning? Should I start early withdrawal from my IRA?
Wealth Management and Financial Planning
Wouldn’t it be nice to have your own personal financial website? A place you could go to every day and see the value of all of your assets no matter where they are held. Do you want help planning for all aspects of your future? Obtain professional help with college funding, retirement planning and more.
The Wealth Advisors at HAPPY Investment Services have a wealth management system that will allow you to do all of those things and more.
College Savings Programs
Saving enough for college education can seem daunting—How much do you need to save? What type of plan is suitable for you? Wealth Advisors at HAPPY Investment Services can help you understand the various benefits of the savings vehicles available that can help you fund your child's or grandchild's education including 529 Plans, Coverdell Education Savings Accounts, and UTMAs. We can also help you decide how much you will need and how much you need to save each year to achieve that goal.
Insurance is an important tool that can be used in all stages of life to help protect your family, your loved ones, and your estate. Choosing the appropriate insurance policies is a crucial part of your financial health. The right policy can benefit your heirs while providing you with some peace of mind during your lifetime. Wealth Advisors at HAPPY Investment Services can assist you with Life Insurance and Long-Term Care. Please contact us for more information.