Investment Planning
Fee-Based Advisory
- Hourly
- Retainer-Based
- Project-Based
- Percentage of Assets Under Management (AUM)
Insurance Products
- Term Life Insurance
- Whole Life Insurance
- Variable Life Insurance
- Universal Life Insurance
- Fixed Annuities
- Indexed Annuities
College/Education Savings
Investment Products
- Mutual Funds
- Exchange Traded Funds (ETFs)
- Model Portfolios
- Fixed-Allocation Strategies
- Variable Annuities
- Individual Stocks & Bonds
- Real Estate Investment Trusts (REITs)
- Master Limited Partnerships (MLPs)
Retirement Plans
ERISA Plans
- 401(k)
- Profit Sharing
- Defined Benefit
- Cash Balance
- Money Purchase
- 403(b)
Non-ERISA
- SIMPLE IRA
- SEP IRA
- 457 Plan
- Traditional IRA
- Roth IRA
