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Products & Services - For Families

At Retirement Planning and Investment Services, we provide assistance for families in the following areas:

Retirement Planning

  • Comprehensive Retirement Study
  • Traditional IRAs
  • Roth IRAs
  • 403(b) / Tax Sheltered Annuities

Investment Management* and Asset Allocation

  • Brokerage accounts (Stocks, Bonds, and Mutual Funds)
  • Certificates of Deposit (CD’s)
  • Mutual Funds
  • Separately Managed Accounts
  • Wrap Accounts
  • Annuities

College Savings

  • 529 Plans*
  • UTMA/UGMA Accounts

Risk Management and Estate Planning

  • Life Insurance
  • Disability Insurance
  • Long Term Care

Let Us Help You Master Your Money

Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation),needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our Firm can help you reach those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.

*Securities offered through FSC Securities Corporation

We also offer occasional educational seminars and workshops