Retirement and Investment Plans

Types:

• SIMPLE IRA
• Simplified Employee Pension (SEP)
• Profit Sharing / 401(k) Plans
• Traditional IRA
• Roth IRA
• Personal Investments
• Fixed and Indexed Annuities
• Variable Annuities

Investment and Annuity Companies:

• AIG
• AllianceBernstein Investments
• American Equity Investment Life
• American Funds
• Ascensus College Savings, Inc.
• Ascensus Retirement Plans
• Athene Annuity Company
• Delaware Life 
• Franklin/Templeton Funds
• Great American Life 
• Invesco Investment Services
• Jackson National Annuities
• Liberty Bankers Life
• MFS Investment Management
• Pruco Life 
• SunAmerica Annuity and Life 
• Vanguard Funds

Services:

• Plan design
• Plan implementation
• Employer/Employee enrollment meeting
• Individual, private one-on-one investment and retirement planning with employees
• Computerized and customized investment asset allocation and reporting services