As you go through the many stages of your life, your ability to set money aside will fluctuate. Often when someone commits to saving/investing, the first question they ask themselves is, “What type of account is right for me?” A successful plan not only includes accounts for asset accumulation, but also accounts designed for the long-term distribution of assets helping ensure you don't outlive your money. Each type of account has their purpose and we are here to help you choose what is best for your individual needs. Some financial factors that must be considered for instance are:

• Helping children afford college costs

• Covering an unexpected medical or home repair

• Building or expanding a business

• Pursuing a life long dream