Our Products

 












With Craig A. Hauger, CFP®, we provide assistance in the following areas;



Investments











  • Bonds
  • Common Stock
  • Educational IRA
  • Mutual Funds



  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA



  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
  • REITs





 


 













Financial Planning











  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans



  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans


 



 


 


 













Insurance











  • Disability Income
  • Life Insurance
  • Long Term Care Insurance


   



 


 


 













Tax Planning & Estate Planning









  • Income Tax Reduction Planning
  • Estate Tax Reduction Planning
  • Charitable Gifting
  • Living Trust/Will Planning