Investment Services
Put a Plan Behind What’s Next
We are equipped and ready to help you with the investment products and services that are right for you. Your financial goals are our priority, and with the innovative solutions and fiduciary relationships we offer, you can have confidence that we will consistently guide you with your best interest in mind.
Simplify
Taking the complexity out of investing by providing clear guidance and straightforward solutions, making it easier for you to navigate the investment landscape with confidence.
Educate
We are dedicated to empowering you with comprehensive financial knowledge, equipping you with the information and resources you need to make informed decisions about your financial future.
Plan
We offer personalized financial plans tailored specifically to you and your unique needs, because we understand that everyone’s financial journey is different.
Risk Management
Stress Testing Your Investments
Investment Strategies with Your Risk Level in Mind
Consolidation of Investments
Comprehensive Portfolio Management
Estate Planning
Debt Reduction Strategy for Clients
Budgeting for Lifetime Success
Tax Mitigation Opportunities
Retirement Strategies
Features & Benefits
Investment Services Include
Our advisors prioritize treating you as an individual, not just an account, and are committed to cultivating a long-term relationship with you. We understand that investment products are tools to help you and your family prepare for the future.
Risk Tolerance Tool
At D.L. Evans Bank, we believe a successful investment strategy begins with a deep understanding of your personal financial landscape. Our advisors work closely with you to assess your individual risk tolerance, establishing a secure foundation for your wealth management journey. This critical step ensures that your capital is managed with a strategy designed specifically for you.
Tailors your strategy to your unique financial situation
Keeps your portfolio within your exact comfort level
Aligns your daily comfort with future financial goals
Prepares investments for market changes
Gives you confidence
Empowering Your Financial Journey
Plan & Invest with Confidence
Investing Services
Investing can often seem overwhelming and complicated, but we are here to simplify the process for you. Our team provides clear guidance and straightforward solutions tailored to your individual needs. We break down complex concepts into easy-to-understand information, so you can make informed decisions with confidence. Let us help you navigate the world of investing with ease.
Investment Services Include:
Mitigating risk with our Risk Tolerance tool
Creating a legacy for your family
Identifying new financial opportunities
Receiving straightforward and individualized advice
Utilizing professionally managed accounts
Consolidating and creating a lifetime income strategy
Protecting your family with insurance solutions
Working with Fiduciary Financial Advisors
Understanding Your Investment Objectives
You are unique, and how you approach your financial goals should be unique too. With everyone having their own investment personality, it’s important to understand the financial goals that your investments are supporting. Understanding your investment objectives helps define your goals and can help you choose the investment products that may provide the best value to you and your goals. While investing can feel overwhelming, our D.L. Evans Investment Services team is here to answer your questions, provide solutions, and support you on your financial journey.
Your investment objectives
What are your most important personal and financial goals?
How would you like to spend your time in retirement?
If you have a business, how would you like to participate in or sunset it over time?
Where you are today
If you currently have a financial plan, how is it invested (savings accounts, money market fund, mutual funds, individual securities, etc.)?
If you own a business, what is the type, length of ownership, its growth potential, and its liabilities?
What are your estimated future expenses (college tuition, parental care, long-term care, etc.)?
What is your projected future income? (inheritance, ssa, retirement)?
Are there any legal considerations our advisors should be aware of, including business, marital, lawsuits, etc.?
Evaluating Your Investments
Reviewing your investment goals, strategies, and portfolio performance is an important part of reaching your goals. As part of an investment review, we will assess your current plan and make adjustments to accommodate new dreams while confirming that your long-term goals are on track.
Investment plan review
Evaluate planning goals and the progress toward them.
Review portfolio performance and determine if you're on track to meeting previously established goals.
Discuss any rebalancing needs.
Review asset allocation and selected investments.
Review the state of the markets and discuss how key events may affect your investment plan.
Investment goals, old and new
Are there any adjustments to your financial goals that should be made?
Do you have questions related to your investment plan, including asset allocation or plan management?
Are there any questions you'd like to discuss that are related to the market, the economy, specific investments, or asset classes?
Have you had any changes to your income, expenses, spending needs, or your ability to save or repay debt?
Personal goals, old and new
Have you experienced family changes such as a birth, death, marriage, or health change?
Have you received additional income or assets such as an inheritance or bonus?
Have you paid off any significant loans or eliminated any expenses?
Have you purchased new financial products such as insurance or investments, or opened new accounts?
This is Helping you Succeed
A you-centered approach to investing and financial planning.
D.L. Evans Investment Services
Guidance You Can Trust
Ready to secure your financial future? Our local dedicated financial advisors offer premier wealth management strategies with a personal touch.
Fiduciary standard: Your best interests always come first
Modern financial tools with traditional values
Custom strategies tailored to your lifestyle and goals
Can D.L. Evans Investment Services help me roll over a retirement account from a previous employer?
Absolutely. Our advisors can guide you through the rollover process to ensure your retirement savings remain invested and working toward your long-term goals.
Leaving the assets in your former employer's plan (if the plan permits it).
Rolling the assets into a new employer's retirement plan (if the new plan accepts rollovers).
Rolling the assets to an IRA (Traditional IRA or, in some cases, a Roth I RA conversion). This option may provide different investment choices, services, fees, and withdrawal provisions.
Taking a cash distribution.
Can I start investing with a small amount of money?
Yes, you can begin investing with modest amounts. We offer a variety of solutions to help you start building your portfolio, no matter your starting balance.
How do I know if I need a financial plan?
A financial plan can benefit anyone seeking to organize their finances, set goals, or prepare for major life events. Whether you’re just starting out, planning for retirement, or navigating a life change, a financial plan can provide clarity and direction.
Is there a minimum amount of assets required to work with a financial advisor?
No, there is no minimum asset requirement. Our advisors are here to help you at any stage of your financial journey, whether you’re just starting to save or managing significant investments.
What services are included in a comprehensive financial plan?
A comprehensive plan can include retirement planning, investment advice, tax strategies, estate planning, insurance analysis, and education savings, all tailored to your unique needs and goals.
We’re Here to Help
