…a variety of services to help meet your short- and long-term financial objectives including:
Investment Management
• Mutual funds, unit investment trusts, stocks and bonds
• Annuities – fixed and variable
• Life Insurance, Disability and Long-Term Care insurance
• IRAs, IRA Rollovers, Roth IRAs
Comprehensive Financial Planning
• Personal financial statement projections
• Portfolio review
• Asset allocation models
• Retirement planning
• Education planning
• Protection review and suggested modifications of current safeguards
• Estate planning review and recommendations
Ongoing Active Money Management
• Quarterly portfolio summary reports
• Mutual funds
• Stocks, bonds and unit investment trusts
• Advisory services offered through ICA