Financial Products, Services & Planning
FINANCIAL PRODUCTS
INVESTMENT ACCOUNTS
- Individual & Joint Brokerage Accounts
- Custodial Accounts
- Investment Club Accounts
- Community Property Accounts
- Non-Corporate Accounts
- Corporate Accounts
- Partnership Accounts
- Sole Proprietorship Accounts
- Non-Profit Accounts
- Trust Accounts
- Estate Accounts
- Bank Accounts
- 529 Plan Accounts
RETIREMENT ACCOUNTS
- Traditional IRAs
- Roth IRA Account
- Simplified Employee Pension (SEP IRA) Account
- Simple IRA Account
- 401(k) Accounts
- 403(b) Accounts
- Coverdell Education Savings Account
- Profit Sharing Accounts
Certificates of Deposit (FDIC Insured CDs)
- CDARS (Certicate of Deposit Account Registry Services
- Brokered CDs
INSURANCE PRODUCTS
ANNUITIES
- Fixed (Qualified & Non-Qualified)
- Variable (Qualified & Non-Qualified)
LIFE INSURANCE
- Term Life Insurance
- Variable Life Insurance
HEALTH INSURANCE
- Individual Health Insurance
- Group Health Insurance
HEALTH SAVINGS ACCOUNTS (HSA)
SERVICES
- Online Account Access
- Direct Deposit
- Automated Clearing House (ACH)
- Checking
- Visa Card
- IRA Distributions
- Fed Wires
- Stock Certificate Delivery
- Purchase of Non-Exchange Listed Securities
- Employee Stock Option Exercise
FINANCIAL REVIEWS & PLANNING
- Financial Needs and Insurance Reviews, Analysis and Recommendations
- College Planning and Funding
- Tax Management through referals to qualified tax specialist
- Investment planning
- Retirement planning
- Estate Planning and Conservation
- Risk management
- Charitable giving
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