Types of Investment Accounts

  • Taxable investment strategies, including Individual, Joint & Trusts Accounts
  • Retirement plan strategies, including traditional IRA, Roth IRA, SEP IRA & Simple IRA Accounts; 401(k) plans for Business Owners; Social Security planning
  • Investment strategies, including Government, Municipal & Corporate bond funds; stocks; mutual funds; index funds; exchange-traded funds (ETFs); fixed annuities; variable annuities; alternative investments
  • Risk management & insurance, including disability income insurance, long term care (LTC) insurance, life insurance
  • Education funding, including 529 plans, Coverdell ESAs
  • Business succession planning
  • Gifting to descendents and others during life
  • Distribution plan to spouse, descendents, and others at death
  • Charitable gifting during life and at death