RETIREMENT & ESTATE PLANNING CONSULTING SERVICES

Retirement Plan Consulting and Gold Medal Services

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Gold Medal Services    Your Goals Our Strategy      ERISA Consulting Services

We also provide assistance in the following areas:

Investments*

  • Managed Accounts
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Bonds
  • Mutual Funds
  • Annuities

Financial Planning*

  • 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
  • Group Disability
  • Group Life
  • Group Health & Dental
  • Commercial Property & Casualty
  • Personal Property (Home & Auto)

*Securities and advisory services offered through FSC Securities Corporation