What Can Our Financial Consultants Do for You?

Print

Did you know...

Did you know that our licensed financial consultants can assist with diversifying your IRAs? Options, including stocks, bonds, and mutual funds are available for IRA investments. Our consultants will be glad to help you determine the right mix for you, based on your retirement goals, the stage of life you are in and where your investments stand today in comparison to where you’d like them to be when you retire.

They can also help you with additional investments and important insurance coverage such as:

IRA Rollovers

If you have a retirement plan with your employer, you will have several choices available to you when you retire or move on to another job. Our financial consultants can help you decide which is best for your situation:

1. Leave your assets in the plan.
2. Take the cash and pay taxes and possibly penalties.
3. Transfer assets into a new employer plan.
4. Roll them over into an IRA.

Long-Term Care

This form of financial protection is best purchased early on to help protect you in the future. If you have been thinking about long-term care, contact us for a consultation and quote.

Mutual Funds

If you have mutual funds in your 401(k), 403(b), IRA, etc. and you’re uncertain what they are comprised of, our consultants will be happy to review them with you.

Tax-Advantaged Investing

If your tax bracket has been rising over the years, it may be time to look at investments that generate deferred, low and in some cases no taxable income.

Life Insurance

This coverage is important to take care of those who depend on you for financial support.

To set up an appointment for a free consultation to review your current portfolio and needs, call (800) 656-4096.