Products & Services
We provide assistance in the following areas:
Investments *
- Bonds
- Common Stock
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuity
Financial Services
- Retirement Plans *
- Tax Plans
- 401(k) Planning *
- 403(b) Planning *
- College Plans *
- Estate Plans
- Money Purchasing Plans *
- Profit Sharing Plans *
Insurance
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance
* These services are offered by Lisa Pugel through her affiliation with HD Vest