Broker Check

Individuals and Families

Planning

Cash Flow Analysis
College Funding Strategies
Investments Diversification Analysis
Retirement Analysis and Funding Strategies
Insurance Analysis


Account Types

Brokerage accounts, managed accounts, managed portfolios
IRAs - SIMPLE, SEP, Roth, Traditional
401(k) and Profit Sharing Plans
Section 529 Education Savings Plans
Rollover IRAs, Income IRAs
Uniform Gift to Minors Act Accounts
Owner/Key People Nonqualified Programs
Uniform Transfer to Minors Act Accounts
Charitable Gift Programs

Estate Planning

Coordination & Funding of Buy-Sell Agreements
Coordination of Wills, Trusts with Insurance Program
Hypothetical Probate - Estate Tax Review
Survivorship Life Insurance Programs for Estate Tax Liquidity

Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA.  Consult them for specific advice on legal and tax matters.

Investments

Annuities
IRA, Roth IRAs, 401(k) plans
Mutual Funds
Money Market Funds

Insurance

Disability Income Insurance
Life Insurance
Survivorship Life Insurance
Long-Term Care Insurance
Medical - Personal and Group Insurance

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

MainMast@financialguide.com |  919-755-3042