PRODUCTS & SERVICES

Financial Planning

• Asset Accumulation (Wealth Accumulation)
• Asset Protection (Wealth Preservation)
• Tax Reduction Methods

Investment Advisory Asset Management

• Stocks
• Bonds
• Mutual Funds
• Unit Investment Trusts
• Money Markets
• CD’s

College Planning

• 529 plans
• UTMA accounts
• ESA

Retirement Planning

• IRA’s
• IRA rollovers
• ROTH IRA’s
• SIMPLE IRA’s
• SEP IRA’s
• 401(k)’s
• 403(b)’s
• 457 plans
• Annuities

Insurance Planning

• Life Insurance
• Health Insurance
• Long Term Care Insurance
• Disability Insurance

Contact a FIT Advisor today!