Products and Services

When developing a customized financial program, our investment advisors will walk you through a step-by-step process that is designed to make you feel confident in your decisions.

Once your goals have been established, appropriate strategies are customized to suit your needs

We can help you execute a financial program utilizing the following products and services:

Investment Management
Fee Based Advisory Accounts, Portfolio Analysis, Risk Management

Retirement Planning
Retirement Income Planning, Consideration of Tax Consequences

Business & Personal Retirement Plans
401(k), Profit Sharing, Rollover IRA's, Simple IRA's, SEP Plans, Traditional and Roth IRA's, 403(b) Plans, 457 Plans

College Planning
529 Plans, Education IRA's, UTMA's

Insurance and Estate Planning
Maintaining Family Income after a Disability or Death, Evaluating Cost Effectiveness of Current Coverage, Long-term Nursing Care Protection, Identifying Estate Tax Issues & Consequences, Maintaining Adequate Life Insurance Coverage

Mutual Funds, Stocks, Municipal Bonds, Corporate Bonds, REITS, Structured C.D.'s, Variable Annuities, Brokered C.D.'s, Fixed Annuities, Variable Life Insurance, Whole Life Insurance, Term Life Insurance*

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.  As with any security, request a prospectus from your registered representative.  Read it carefully before you invest or send money.  Insurance and securities are limited to residents of AK, AZ, CA, CO, FL, GA, IA, IL, IN, KS, MN, MO, MT, NE, NV,  TX,  WY. 

An representative from Investment Advisors, Inc. will contact you to provide you with requested information.