Products and Services
Investments
Full financial Planning including: Money Management, Wealth Preservation Strategies & Retirement Planning*
Retirement Plans & Rollovers including: Roth IRAs, 401(k)s, SIMPLE Plans, IRAs and 403(b)s
Stocks, ETFs, Mutual Funds, Real Estate Investment Trusts (REITs)
Corporate, Municipal & U.S. Treasury Bonds
Annuities - Fixed, Variable & Indexed
College & Educational Planning including: 529 Plans
Estate Planning Services
Trust Packages
Estate Plan Execution and Funding
Insurance
Medicare Advantage Plans & Supplements
Prescription Drug Plans, Dental Coverage
Individual & Small Group Health Insurance
Life Insurance including: Term, universal, and whole life; funeral & final expense
Accident & Indemnity Policies
Disability, Cancer Policies, Long Term Care
Property & Casualty Insurance including: Homeowners, Auto, Business Coverage & Umbrella/Liability Coverage
Join our growing list of satisfied client who have come to appreciate our cutting edge technology, and caring, knowledgeable staff
*Wealth Managers, LLC does not provide tax and/or legal advice but will work with your qualified professional.