Products & Services

Comprehensive Planning to Work Towards a Worry-Free Retirement

 


Thank you for visiting Successful Financial Education Workshops.

 

At Successful Financial Education Workshops, we provide help in the following areas:

 

 

Investments:

  • SEP IRA
  • 403(b)
  • 401(k)
  • Simple IRA
  • Education IRA
  • Roth IRA
  • HSAs
  • Traditional IRA
  • Common Stock
  • ETFs
  • Mutual Funds
  • Structured Products
  • Closed-End Funds
  • Managed Accounts
  • Full Services Brokerage Accounts (with check writing and debit card services)
  • Government Securities
  • Bills
  • Notes
  • Bonds
  • Alternatives

 

Insurance:

  • Fixed and Variable Annuities
  • Life
  • Long Term Care
  • RILAs
  • Disability Income
  • Immediate and Deferred Annuities
  • Hybrid Policies

 

We have knowledgeable financial advisors that will help in:

  • Asset management
  • Retirement plans
  • 401 (k) plans
  • Money purchasing plans
  • Profit sharing plans
  • Estate plans
  • Financial Strategies
  • General Tax Strategies 
  • College Funding
  • 403 (b) Plans
  • Healthcare Planning
  • Roth Conversion Strategies
  • Pension Maximization
  • Employer Plans
  • Business Planning
  • and much more

 

If you have any questions please email or call us.