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Each unique situation is taken into consideration to arrive at an investment/retirement plan with specific account types suggested to maximize tax efficiency and investment success. Below is a listing of possible account types clients may open and utilize:

  • Individual
  • Joint
  • Custodial
  • Conservator/Guardianship
  • Corporate (Sole Prop, LLC, S-Corp, C-Corp)
  • Estate
  • Trust
  • 529 College Savings Accounts*
  • Traditional IRA
  • Roth IRA
  • SEP & SIMPLE IRA
  • 401(K)**
  • Inherited Accounts
  • Low Cost Variable Annuities***
  • Pension Plan
  • Term Life Insurance

*Offered through state financial agencies, with custody directly at the participating broker dealer for the state plan
**Offered with custody at Paychex, Inc.
***Offered with custody at Jefferson National Securities Corporation, a low-cost variable annuity provider