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

  • Traditional IRA

  • Common Stock

  • ETFs

  • Managed Accounts

  • Full Services Brokerage Accounts (with check writing and debit card services)

  • Government Securities

  • Bills

  • Notes

  • Bonds

 

Insurance:

  • Fixed and Variable* Annuities

  • Life

  • Long Term Care

  • Disability Income

  •  

 

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

  •  

 

If you have any questions please email or call us.