Products & Services

Financial Planning

Reviewing charts during a meeting

Complete Portfolio Analysis
Retirement Planning & Distribution Planning
Wealth Preservation/Estate Planning
Retail and Institutional Money Management Services
Qualified Plans & Benefits
College Funding Plans
401(k), 403(b), SEP, Simple, etc.

Investments

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Stocks/Bonds
Mutual Funds
Brokerage Accounts
Traditional/Roth IRA’s
Annuities
TPAM Accounts

Insurance

Looking at charts and numbers

Estate Preservation (I.L.I.T)
Disability Plans
Group & Individual Life
Group Health
Individual Life
Long Term Care Insurance
Irrevocable Trust Insurance

Fixed Insurance products and services offered through CES Insurance Agency or Oakwood Financial services, LLC.

Legal & Accounting Firms

Financial consultant reviews investments with a couple

Our clients are afforded discount arrangements with several Legal & Accounting Firms for their needs in establishing:

Wills/Trusts/Durable Powers
Accounting & Tax Preparation

This communication is strictly intended for individuals residing in the states of FL, IA, MI, MN, MO, SC. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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