We provide advice and service on the following types of investment accounts:

 

• Individual Retirement Accounts (IRAs)

• Roth IRAs

• 401ks

• 403bs

• Certain trust accounts

• Non-IRA Individual & Joint Accounts

 

Minimum opening account balance is $50,000.

 

NOTE FOR CONSERVATIVE INVESTORS:  Due to interest rate risk on bonds, our conservative investors may wish to place a portion of their portfolios in one of our guaranteed annuity accounts. We offer many nice fixed interest rate accounts through a several insurers.