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Services

What We Offer

We have access to an experienced team of financial professionals ready to help you protect, grow, and preserve your wealth.  Whether you need help finding a life insurance policy or funding your child’s college plan, we provide a variety of services to meet your needs and help advance your financial position.

Investments

Bonds

Common Stocks

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

 Retirement plans

Tax plans

College Plans

Estate Plans

Profit Sharing Plans 

Insurance

Disability Income

Life 

Long-term Care

Fixed Annuities 

Group Benefits

 Life Insurance

Disability Insurance

401(k) & 403(b) Planning


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.

mwimmer@financialguide.com  |  (850) 478-9873