Your investments don’t need to be managed by Nabity-Jensen to take advantage of our specialized investment counseling. It is offered as a single session or a periodic analysis service.
With an understanding of your situation and investment goals, we can provide recommendations on any of your outside accounts. We perform this analysis at many levels, including:

We’ll perform an analysis on one or several accounts separately. We’ll then determine suitability for a particular goal, timeline or risk tolerance. We’ll point out areas of strength or potential pitfalls.

We’ll perform an analysis and offer advice on specific investments. The results determine their suitability, risks, return outlook and role in the overall strategy.