How to Prepare for Financial Investment

From saving for college to saving for retirement, there are several reasons to invest your money. As an independent broker dealer, SII Investments, Inc. offers tools and resources to help you prepare for your financial investments. As a broker-dealer, we provide your independent financial representative with resources you need to make informed investment decisions. Our expertly trained financial advisors understand that you have goals for your future so they work with you side-by-side to support your investment success. No matter what stage you're at in life, it's never too early to start planning ahead! Learn more about how to prepare for your financial investment from SII.

Where to Start

Take stock in your life! Grab a notepad and write down your expenses, debts, income and any other relevant financial information that could be impactful to future investments and saving. In doing this, be honest and realistic about where you are now and where you want to end up in the future. Financial management can be intimidating to some, but being prepared and thinking strategically can remove the hesitation you may have. Whether you are considering first-time investments, investing for retirement or seeking high dividend stocks, it's best to start with a plan. The SEC offers A Roadmap to Your Financial Security Through Saving and Investing, which includes three keys to financial success:

  • Make a financial plan.
  • Pay off any high interest debts.
  • Start saving and investing as soon as you've paid off your debts.

Investment and Financial Planning Resources

SII has created a comprehensive investment planning and financial planning resource center that provides financial tools and calculators from Financial Industry Regulatory Authority (FINRA). From Fund Analyzer to Risk Meter and College Savings Calculator to Retirement Estimator, the resource center offers interactive investment and saving tools to help you understand your personal finances. Being educated and understanding of the types of investment products available is crucial to the success of financial planning. With that in mind, SII offers an Investor Education Library to help you evaluate financial management products, investment strategies, how to determine secure investments and much more.

SII Investments, Inc.'s commitment to financial planning education doesn't end with our potential and current clients. We take great pride in providing ongoing education and training to our independent financial advisors, as well. This means clients can confidentially establish an investment partnership with one of our registered investment advisor. Contact us today to learn more about how the broker-dealer of SII Investments, Inc. can help you prepare for successful financial investment.