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 Planning Strategies
  • 401 (k) Planning
  • 403 (b) Planning
  • College Funding
  • Estate Planning Strategies
  • 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