Investment Plans

Plans that are perfectly made for you.

Stock

Basic Plan

Investment: $500 - $5,000

ROI: 4%

Time: 5 days

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Plus Plan

Investment: $5,000 - $20,000

ROI: 8%

Time: 1 week

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Premium Plan

Investment: $20,000 - $100,000

ROI: 10%

Time: 2 weeks

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Mutual Funds

Beginner

Investment: $1,000 - $10,000

ROI: 2.5%

Time: 1 week

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Intermediate

Investment: $10,000 - $50,000

ROI: 5%

Time: 2 weeks

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Advanced

Investment: $50,000 - $200,000

ROI: 7.5%

Time: 1 month

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ETF

Intro Plan

Investment: $500 - $5,000

ROI: 4%

Time: 5 days

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Growth Plan

Investment: $5,000 - $25,000

ROI: 8%

Time: 2 weeks

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Max Plan

Investment: $25,000 - $100,000

ROI: 12%

Time: 1 month

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Crypto Currency

Explorer Plan

Investment: $500 - $5,000

ROI: 5%

Time: 3 days

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Trader Plan

Investment: $5,000 - $20,000

ROI: 10%

Time: 1 week

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Investor Plan

Investment: $20,000 - $100,000

ROI: 15%

Time: 2 weeks

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Fixed Income & Bond

Conservative

Investment: $2,000 - $10,000

ROI: 5%

Time: 1 week

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Steady

Investment: $10,000 - $50,000

ROI: 8%

Time: 2 weeks

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High Yield

Investment: $50,000 - $250,000

ROI: 12%

Time: 1 month

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Real Estate

Initial

Investment: $5,000 - $25,000

ROI: 5%

Time: 1 month

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Intermediate

Investment: $25,000 - $100,000

ROI: 9%

Time: 3 months

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Advanced

Investment: $100,000 - $500,000

ROI: 12%

Time: 6 months

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Interval Fund

Starter Plan

Investment: $1,000 - $10,000

ROI: 12%

Time: 2+ months

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Growth Plan

Investment: $10,000 - $100,000

ROI: 25%

Time: 4+ months

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Elite Plan

Investment: $100,000+

ROI: 30%

Time: 6+ months

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Crude Oil

Basic Plan

Investment: $1,000 - $10,000

ROI: 10%

Time: 5 days

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Advanced Plan

Investment: $10,000 - $50,000

ROI: 15%

Time: 5 Days

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Premium Plan

Investment: $50,000 - $250,000

ROI: 20%

Time: 5 Days

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Blog

A Promise that Endures

Honoring Tom Brennan’s Legacy and the Importance of Disability Insurance On September 27, 2024 — his 52nd birthday — financial planner, U.S. Army veteran, and beloved friend Tom Brennan made his final stand after a fierce, remarkably long war against multiple myeloma and pancreatic cancer. Known to those closest to him as “Titanium Tom,” he…

Blog

MDRT Top of the Table Qualification Achieved

Financial Planner Charles “Coop” Cooper, CLU®, LUTCF®, a member of the Million Dollar Round Table (MDRT), recently became a Top of the Table qualifier. As an international membership association of financial professionals founded in the US, the MDRT recognizes the Top of the Table qualification as a mark of excellence reserved for some of the…

Blog

Rowing for a Cause: Chris Heerdegen’s Commitment to Alzheimer’s Awareness

Steadman Financial Planner Chris Heerdegen is once again setting out to make waves in the fight against Alzheimer’s Disease with his 6th annual Rowing to Remember fundraiser. This inspiring event, scheduled for Friday, June 21st at Forest View Lanes Recreation Bar & Grill, will see Chris rowing from 6 am to 10 pm, aiming to…

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Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies.

Securities, investment advisory, and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. OSJ: 1956 Carter Road, Suite 200, Cleveland, OH 44113. 216.621.5680.

 

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