INVESTING FOR FUTURE GROWTH
Crafting Your Financial Future with Hohenshell Financial.
At Hohenshell Financial, we make investing straightforward and accessible. Our expertise in diverse investment options—like mutual funds, ETFs, stocks, bonds, and annuities—provides the foundation for your financial growth.
Our commitment is to equip you with clear, practical investment strategies tailored to your goals. With us, you gain a partner ready to guide you through the investment process with clarity and purpose. Listed below are some of the tools we use to help you build a bright financial future.
Mutual Funds
Pooled investments that manage a portfolio of assets to achieve a specific investment objective.
Bonds
Fixed income instruments that represent a loan made by an investor to a borrower (typically corporate or governmental).
Variable Annuities
Insurance contracts in which the payout amounts are tied to the performance of an investment portfolio.
Government Securities
Securities issued by a government, such as U.S. Treasury bonds, notes, and bills, which are backed by the full faith and credit of the government.
Variable Universal Life Insurance
A type of life insurance that includes a cash value investment component where the policyholder can invest in a variety of options.
Exchange-Traded Funds (ETFs)
Funds that track an index, commodity, bonds, or a basket of assets like an index fund but trade like a stock on an exchange.
Certificates of Deposit (CDs)
Savings certificates with a fixed maturity date and specified fixed interest rate.
Fixed Annuities
Insurance contracts that provide a guaranteed payout over a set period of time.
529 Education Savings Plans
Investment accounts offering tax advantages when used for qualified educational expenses.
Indexed Funds
These are investment funds designed to replicate the performance of a specified index, such as the S&P 500. Indexed funds aim to provide broad market exposure with low portfolio turnover and expense ratios. They can be structured as mutual funds or ETFs.
Stocks
Equities that represent ownership in a corporation, entitling the shareholder to a portion of the corporation's assets and profits.
Money Market Funds
Mutual funds that invest in short-term, high-credit-quality debt instruments.
Get your free Risk Number®.
Built on a Nobel Prize-winning framework, the Risk Number is a proprietary scaled index developed by Nitrogen to reflect risk for both advisors and their clients. It sits at the heart of a sophisticated set of tools to precisely measure an investor’s appetite and capacity for risk, as well as the risk of a security, model, account, or portfolio.