Investment Center

Meet Jerry Clark Financial Consultant

It’s now easier than ever to get professional investment guidance.

With the multitude of investments currently available, you need the knowledge and experience to make careful investment decisions in order to achieve your long-term financial goals. That’s why Milford Federal Investment Services, offers all customers a complimentary financial consultation with Jerry Clark, our Financial Consultant. Jerry will personally work with you to help you build an investment strategy, understand your options, and help you make informed decisions, with absolutely no obligation.

To learn more about each product or service, browse through the list below, and click on the appropriate link in the MORE INFORMATION column.

Milford Federal Investment Services Products and Services

PRODUCTS	Financial Objectives	CHOICES	MORE INFORMATION
TAX-ADVANTAGED INVESTMENTS	Retirement Savings and Retirement Income Products	Fixed Variable Immediate	Fixed Annuities Variable Annuities Immediate Annuities Investing for Retirement
MUTUAL FUNDS	Long-term or short-term investing needs	Growth Income Value Tax-Advantaged	Mutual Funds
BROKERAGE	Differences between purchasing equity (stock) and purchasing debt (bonds), and the associated risk and returns.	Stocks Bonds	Stocks Bonds

Before making any investment decision, speak with our financial consultant to help you design an asset allocation strategy based on your financial objectives and risk tolerance.

Now is the time to get started on the path to smart investing. Take advantage of a complimentary financial consultation today by calling Jerry Clark, Financial Consultant, at 800-478-6990, ext. 212 or email him at gerald.clark@lpl.com.