Retirement Plans:
- IRA’s
- Traditional, Roth, Simple
- Rollover Evaluation / Consultation
- 401(K)’s / Pension Plans
- Plan Design and Implementation
- Evaluate ERISA Requirements
- Limit Fiduciary Liability
- Investment Policy Development
- Employee Meetings with On-going Advice and Service
Investment Options:
- Mutual Funds
- Stocks, Bonds, and Option Contracts
- Tax-Free Investments
Insurance Products:
- Tax Deferred Variable and Fixed Annuities
- Life Insurance
Fee-Based Investment Advisory Services
Through NEXT Financial Group, Inc.:
- Portfolio Evaluation and Management
- Insurance Evaluation
- Financial Plans