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Investment Funds

Investment Funds. Casey Investments Your Personal Investment Managers. A Personal Approach. The balance between stability, income, and growth. The Right Approach for You. Let’s determine Who you are What you currently have What your objectives are What you need How to meet your needs.

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Investment Funds

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  1. Investment Funds Cosette Riely Casey Investments Your Personal Investment Managers

  2. A Personal Approach • The balance between stability, income, and growth Cosette Riely

  3. The Right Approach for You • Let’s determine • Who you are • What you currently have • What your objectives are • What you need • How to meet your needs Cosette Riely Goals Grow Retire Invest

  4. A Question of Funds • What are my investment objectives? • How stable is my investment? • How much income might this investment provide? • What growth potential does the investment offer? Cosette Riely

  5. A Fund for Everyone • Money Market Funds • Short-Term Bond Funds • Intermediate-term Bond Funds • Long-term Bond Funds • Growth Funds • Growth and Income Funds • Global Growth Funds Cosette Riely

  6. Average Investment Return Cosette Riely

  7. Products and Service • Products • Stocks, bonds, and mutual funds • Services • Complete financial and tax planning • Estate planning • Check writing • Electronic Fund Transfer (EFT) Cosette Riely

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