Broker Check

Products & Services

FINANCIAL PLANNING | We offer comprehensive financial planning as the backbone of our service offerings. These plans include guidance on how to take advantage of numerous vehicles specified in the tax code meant to assist individuals and business owners.

  • Tax-advantaged Retirement Plans
    • Educational IRA
    • Traditional IRA
    • Roth IRA
    • SEP IRA
    • Simple IRA
    • 401(k) Plans
    • 403(b) Plans
    • Profit Sharing Plans
    • Defined Benefit Plans
    • Money Purchase Plans
    • Rollovers from employer-sponsored plans
  • Retirement cash flow distribution strategies
  • College Education Funding Plans
  • Preliminary Estate Plans

INSURANCE | We provide insurance to help us plan for the unforeseen and unfortunate situations that often touch our lives.

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

SECURITIES | Through our affiliation as registered representatives of IFS Securities, Inc., we may offer the following securities in the execution of our financial plans:

  • Bonds*
  • Common Stock*
  • ETFs*
  • Mutual Funds*
  • Brokerage Accounts*
  • Treasury Bills*
  • Government Securities*
  • Treasury Notes*
  • Annuities*

 

*Securities offered through IFS Securities Inc. are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE. IFS Securities, Inc., member FINRA /MSRB/ SIPC, is a registered broker-dealer. 3414 Peachtree Road NE, Suite 1020, Atlanta, GA 30326, Phone: 404-382-5223 .