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Contact
Kimberlee D. Sipe
Financial Advisor
Raleigh, North Carolina
Phone/Fax
919.747.9509 phone
888.551.1207 fax
Website
Join the Community!
Personalized Planning
Approach
Understand Your Situation
Educate You
Respect Your Assets
Help You Achieve Goals--
Not "Sell" Products
Monitor Your Progress
Keep In Touch
Corporate Office Located:
100 E. Six Forks Road
Raleigh NC 27609
(919).831.2370 ph.
Affiliated with Capital Investment Advisory Services, LLC
Securities offered through Capital Investment Group, Inc.
Member FINRA * MEMBER SIPC
The InSight Investment Planning Process:
Proper portfolio strategy is based upon the factors of suitability of age, net worth, risk tolerance, income needed and retirement horizon for the client.
% Short-Term Investments
· 1-2 year term
· Liquidity
· Accessibility
· Growth Potential
% Intermediate Investments
· 2-6 year term
· Conservative to Moderate
Growth Income
· Dividends=
Cash Flow=Growth
· Tax-free or Tax-Deferred
· Some Liquid Flexibility
% Long-Term Investments
· 8+ year term
· Tax-Deferred
· Future Income Guarantees
· Principal Preservation
· Less Short-Term Liquid
Flexibility
InSight Investment Planning's Services:
Clients can expect full-service financial planning
Wealth Management
Managed Accounts
Common & Preferred Stocks, mutual funds, ETFs (exchange-traded funds)
REITs (Real Estate Investmentment Trusts)
Government Securities
IRA's--Traditional, Roth, SEPs, SIMPLEs
All Insurance--Life & Health
All Annuities--Variable, Indexed & Fixed
Retirement Plans--401k, 403b & Defined Benefit Plans
Cost Integration Services
Life Settlement
Estate Planning Assistance
When Were Your Investments Last Reviewed?
Did you know that your Life Insurance or Annuities could not be working in the best way for you? Insurance products should have low fees with the most benefit. If it has been more than 6 years since your life insurance or annuities were reviewed, you may not have the best option in your portfolio.
Mutual Funds, stocks and ETFs should be reviewed at least once per year. Especially in today's up-and-down markets. When was the last time you sat down with an Advisor to review your investment portfolio?
Having a Plan Matters!
Request a Complementary Portfolio Review
OR
Request an Review for Just Your
Investment Portfolio, Insurance Policies
and/or Annuities
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