Product and Services

Our Advisor are equiped to provide knowledgeable financial advise in the following areas:

 Investment Offerings
  
  •   Cash Management
  •   Charitable Tax Planning
  •   College Funding Planning (IRS Code Section 529 Plan and Education IRA’s)
  •   Corporate and Personal Risk Management Planning
  •   Estate Planning
  •   Fee Based Asset Management
  •   Fee Based Financial Planning
  •   IRA’s (Traditional and ROTH)
  •   Qualified Plan Rollovers
  •   Qualified Retirement Plan Design and Implementation for:
    •   401(k)/Profit Sharing
    •   Defined Benefit
    •   Keogh
    •   Money Purchase
    •   Pension
    •   Self-Employed 401(k)
  •   Non-Qualified Retirement Plans:
    •   SEP IRA
    •   Simple IRA
  •   403(b) and 90-24 Non-ERISA 403(b) Transfers
  •   Retirement Planning
  •   Tax Planning


Other Investment Offerings  

  •   Annuities*
  •   Bonds (Corporate and Municipal)*
  •   Mutual Funds*
  •   Stocks (Common and Preferred )*
  •   Full Service Brokerage Accounts*
  •   Government Agency Securities*
  •   Limited Partnerships:*
    • Equipment  Leasing and
    • Real Estate (Growth and/or Income)
  •   Treasury Instruments (Bonds, Bills, and Notes) *

Risk Management Vehicles for Individuals and Business
 
  •   Business Continuation
  •   Buy-Sell Agreements
  •   Disability Income
  •   Health and Dental
  •   Life (All Types)
  •   Long Term Care (LTC)

*Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC

                                                                                 

Copyright © 2008 Hurst Financial Services