Each unique situation is taken into consideration to arrive at an investment/retirement plan with specific account types suggested to maximize tax efficiency and investment success. Below is a listing of possible account types clients may open and utilize:

Individual Joint Custodial Conservator/Guardianship Corporate (Sole Prop, LLC, S-Corp, C-Corp) Estate Trust 529 College Savings Accounts*

Traditional IRA Roth IRA SEP & SIMPLE IRA 401(K)** Inherited Accounts Low Cost Variable Annuities*** Pension Plan Term Life Insurance

*Offered through state financial agencies, with custody directly at the participating broker dealer for the state plan
**Offered with custody at Paychex, Inc.
***Offered with custody at Jefferson National Securities Corporation, a low-cost variable annuity provider