ACH Investment Group ... TRUST is our primary mission


Janet Fox and Charles Parks

At ACH Investment Group our team of dedicated, experienced professionals will work toward helping you meet your financial goals by offering quality financial products from a host of providers and by tailoring plans to your needs. We pride ourselves in maintaining a high level of quality and service. We strive to develop an investment strategy that focuses on your present needs as well as your future goals, adjusting for any unexpected surprises that life may throw your way.

When you work with ACH Investment Group, our Financial Consortium of investment professionals consult with our network of attorneys and CPAs provide a comprehensive approach to investing. We offer a complete range of Financial Planning, Business Planning and Speciality Services, including; brokerage services; comprehensive financial, retirement and estate planning; money management services; tax-advantaged investments, estate planning; employee benefit programs; life, health and disability insurance and small business group insurance, pension plans.

As of January, 2016: Janet Fox, President of ACH Investment Group, Inc., can now offer fee-based and advisory services through LPL Financial, a Registered Investment Advisor.

For a complete list of our services... see here


About LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.

Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their client's needs. For more information about LPL Financial, visit www.lpl.com

To understand our partnership with LPL, take a look at this a one-page infographic

It all started as a dream, with hard work, grit, and an insatiable appetite to serve advisors on a completely new level. See the LPL Financial Origin Story below.....


  Outlook 2019

The LPL Research Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets is here to provide insightful commentary, economic and market guidance, and LPL Researches investment recommendations to help us navigate the year ahead.

View the complete publication.

Download a printer friendly copy.

Read an overview of Outlook 2019 by John Lynch, Chief Investment Strategist, LPL Research

This letter provides an introduction to the Outlook 2019 publication, highlighting key themes and market guidance from LPL Research.

Read the executive summary, which includes key themes and a review of our 2019 forecasts.


Don't Just Say It, Do It - Start Saving (Infographic)

Different life milestones require updated investment strategies. Learn how to start saving.

View the graphic here


The 5-Year Countdown to Retirement

Five years before they retire, older workers should start focusing seriously on the big changes ahead.

Read the full article here


Start Saving For Long-Term Healthcare

At least 70% of American aduts will need long-term care services and support sometime in their lifetime. How will you plan to pay?

View the graphic here


Your retirement checklist

Follow through on these items before your "second act" begins.


9 Essential Estate-Planning Documents

Dying without a will leaves your heirs with a potential mess. And yet, 64% of Americans die without one. Prepare these nine documents and your heirs will thank you eternally.

Read the full article here


Read about ACH Investment Group in the news

Raleigh News and Observer, August 25, 2015 - "Dow drops 588 points in wild day of trading"

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

The economic forecasts set forth in the presentation may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Raleigh News and Observer, September 1, 2014 - "Budgeting tips to enjoy solvency in retirement"

The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.

Investing in Real Estate Investment Trusts (REITs) involves special risks such as potential illiquidity and may not be suitable for all investors. There is no assurance that the investment objectives of this program will be attained.

Raleigh News and Observer, July 6, 2014 - "Revisit formula for retirement saving, spending"