Planning Resources

Homestead is here to provide guidance and support to make your investment journey simple and straightforward. Our client service process is tailored toward understanding your situation, identifying goals and helping you create a plan.


What We Offer

Access

Utilize our in-house financial tool set and work directly with investment professionals.

Support

Take advantage of comprehensive investment resources and get help from our representatives along the way.

Customization

Pull from a wide range of in-house solutions to create highly personalized portfolio strategies.

The Planning Process

You can choose to work directly with our team or utilize our digital tools to create your portfolio along the way.

Timing and Risk Tolerance

Target how much time you need to accomplish goals and determine the level of risk you are comfortable with.

Set Up

Select the account types and funding options that are appropriate for you.

Review

Use our manager commentary, performance updates and website to review and manage your accounts.

Ongoing Assistance

We offer a range of resources to help answer your questions and provide support and guidance.

Related Articles

Q4 2021 Horizons Newsletter: Who Gets Financial Guidance (and Who Doesn’t)

Homestead Funds shareholders have access to many sources of information and guidance …

What Makes a Good Investor — Horizons Newsletter

In the September issue, we look at what it means to be a good investor. We consider i…

Understanding Mutual Fund Costs

When you’re looking for a mutual fund, your first priority should be to look for on…

See Our Predefined Asset Allocation Models