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Investments

The key to successful investing is patience and temperament. Wise investment is the cornerstone of any quality financial plan. Many of your financial goals will be reached simply by investing passively, consistently, and at the lowest cost possible. Toce Financial Group provides the highest quality service at the lowest cost possible.

β€œThe magic of compounding interest is overcome by the tyranny of compounding costs.”

-John Bogle, Vanguard Founder

Type of Accounts

  • IRA

  • 401(k)

  • 529 College Savings

  • Health Savings accounts

  • Employer retirement plans

  • Emergency funds

  • Tax advantaged accounts

  • Long term Savings

  • Private Equity Investments

  • Mutual Funds

  • ETFs & stock

  • CDs & Bonds

  • Life Insurance