Services

How We Can Serve You

We will walk step-by-step with you to develop a customized financial plan and strategy to help you feel confident in your decisions. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of financial planning and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

We Offer Assistance With:

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Comprehensive Financial Planning

Retirement Plans

Tax Reduction Strategies

401(k) Planning

403(b) Planning

College Plans

Estate Conservation

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Annuities

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jbrooks@rs1a.com | 636-458-1798