Broker Check

2021 January

January 04, 2021

2021 Blog


As we start the new year, we wanted to reach out to you with our continued goal of serving the needs of our clients in a every way possible.

We are here to assist you in all financial needs. Here are some of the services we have provided our clients in the past,

401k rollover to an IRA when a client changed jobs or retired.

Life Insurance

Answered questions about Car and Home insurance.

Started 529 College Savings accounts for children or grandchildren.

Started 403b Retirement plans for Churches and private schools.

Started 401k Retirement plan for businesses.

Started Traditional and ROTH IRA’S FOR INDIVIDUALS.

Please call us with questions on these subjects or any others you may have.

thank you for your continued partnership.