Services
Like a finely tailored suit, a finely tailored investment plan
About UsAnalysis + Capital + Execution
Our firm specializes in developing premium customized investment strategies.
First, we go above and beyond with the analysis so that the strategy is in line with the goals.
Second, we determine the appropriate amount of capital that helps provide the momentum needed with the timelines set.
Finally, execution of the strategy at the highest level.
Our solutions based approach is how we differentiate from all the others.
Financial Planning
Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Investments
Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuities
Insurance
Disability Income Insurance
Life Insurance
Long-Term-Care Insurance
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
Seth & Alexander Wealth