Investments Offered
Investments Offered
How We Work
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
IRAs
401(k) Rollovers
Roth IRAs
Certificates of Deposit
Convertible Bonds
Corporate Bonds
Government Securities
Life Insurance
Stocks
Annuities
Mutual Funds
Money-Market Funds
Municipal Bonds
Mortgage-Backed Securities
Unit Investment Trusts
Tax-Advantaged Investments
Treasury Securities
Zero Coupon Bonds
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.
jeff@jeffpoosch.com | 810-989-0360 or 800-520-3988