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Services (overview)

Investments

Investments

Broker Dealer and Fee Based Platforms

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Individual 401k

Brokerage Accounts

Variable Annuity

Learn more - Client Information Questionnaire - PIN 725
Financial Planning

Financial Planning

Retirement Planning (use our CIQ)

Tax Planning - for individuals & businesses (use our CIQ)

Client Information Questionnaire (CIQ) link (use PIN 725)   www.Advisorciq.com

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Learn more - Client Information Questionnaire - PIN 725
Insurance & other services

Insurance & other services

For Insurance & other services please go to our Platinum website

Fixed and Fixed Indexed Annuities

Life Insurance: Ask Sherlock Life Quote  https://mailchi.mp/caf9ade32679/asksherlock

Long-Term-Care Insurance

Home Care Services

Disability Income Insurance

Auto & Home Owners Insurance

Beneficiary Liquidity Plans

Mortgage Acceleration Plans

Wills (discounted cost)

Trusts (under $900)

Health Matching Plan (with free Telemedicine)

Health - Medi-Share & Safe Guard

Hospital Indemnity Plans

Medicare (Supplement & Advantage Plans)

Debt Elimination Plans

Student Loan Forgiveness Plans

Budget Counseling 

Learn more - Client Information Questionnaire - PIN 725