Services Offered

 

Some of the Products and Services offered:

  • Annuities*
  • Bonds*
  • Cash Management Accounts*
  • Certificates of Deposit (CDs)*
  • Charitable Gift Planning
  • College Funding Planning
  • Coverdell Savings and 529 College Savings Accounts*
  • Disability Insurance
  • Estate Planning
  • Fee-based Financial Planning
  • Health Insurance & Health Savings Accounts (HSAs)
  • Individual 401(k) plans*
  • Individual Retirement Accounts (IRAs)
  • Investment Advisory Services*
  • Key Person Insurance & Buy-Sell Funding for businesses.
  • Life Insurance - all types
  • Long-Term Care Insurance
  • Mutual Funds*
  • Real Estate Investment Trusts (REITs) & Limited Partnerships*
  • Retirement Plan Distribution Planning
  • Retirement Planning
  • Roth IRAs*
  • Simplified Employee Pension (SEP) IRAs and SIMPLE plans
  • Stocks - common & preferred*
  • Tax Sheltered Annuities (TSAs) / 403(b)s
  • Unit Investment Trusts (UITs)*

If there is something you are looking for that you don't see here, please contact me to see if it can be offered.

 

*Securities offered through SagePoint Financial, Inc., member FINRA/SIPC.  Investment advisory services offered through Sorum Financial Services, Inc., a registered investment advisor not affiliated with SagePoint Financial, Inc.