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Cherokee Investment Services

Planning for Financial Success

The world of investments and financial planning can be complex. With so many options and unreliable brokers, it can be hard to know where to start. Cherokee Investment Services is your helping hand to put you on the right path toward a successful and stress-free financial future.


How We Can Help

Working with Cherokee Investment Services can benefit your financial success in a number of ways:

  1. Streamlined financial management to help you with a child’s education expenses or purchasing a new home.
  2. Defer income to reduce your income taxes.
  3. Ensure you are financially independent in retirement.
  4. Effectively and affordably manage risk.
  5. Create an efficient plan for distribution of your estate and to avoid death taxes.

What we have to offer:

Investment Services

  • Retirement Planning
  • College Planning
  • Asset Allocation
  • Portfolio Review
  • Investor Strategies

Investment Products

  • Mutual Funds*
  • Fixed Annuities*
  • Variable Annuities*
  • Unit Investment Trusts*
  • Stocks & Bonds*
  • Independent Money Managers*
  • Separately Managed Accounts*

Get in Touch with Our Team

The first step to a better financial future is to contact Brandon Slaughter, Financial Advisor. He’ll work with you one-on-one to understand your goals, evaluate your current situation and develop a plan specific to your needs.

Give Brandon a call at (712) 225-6360 to schedule your appointment.


Not FDIC Insured     Not Insured by any Federal Government Agency
Not a Deposit     Not Guaranteed by the Bank    May Go Down in Value

* Securities offered through Broker-Dealer Financial Services Corp., Member SIPC/FINRA.
Cherokee Investment Services and Broker-Dealer Financial Services Corp. are not affiliated companies.

* Advisory services offered through Investment Advisors Corp., an SEC registered advisory firm.

 

 

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