Services (overview)

Investments

Broker Dealer and Fee Based Platforms

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Individual 401k

Brokerage Accounts

Variable Annuity

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

For Insurance & other services please go to our Platinum website

Fixed and Fixed Indexed Annuities

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