Advisory Services

• 401K plans
• Current Account Review
• Current Account Review Benefits Planning
• Disability Insurance
  
• Fee-Based Accounts -Available $50K Plus Accounts
• Health Insurance
• Long Term Care Insurance

Investments

• Annuities- Fixed and Variable
• Bonds
• Brokered CD's
• Mutual Fund
• Notes
• REITs
• Stocks
• UITs
  

Insurance

• Disability Insurance
• Health Insurance -including Part D
• Insurance Review
• Life Insurance
• Long Term Care Insurance

Retirement Accounts

• 403b
• Account Review
• Individual
• Rollovers
• SEP
• Simple
  

*Products are not suitable for all clients based on clients risk and need assessment.

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712-469-2800 or Toll Free 866-460-2800
Fax 712-469-2509
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Securities and insurance products offered through Broker Dealer Financial Services Corp. Member FINRA/SIPC Advisory Services through Investment Advisor Corp. an SEC Registered investment advisor.


Not a Deposit-Not Insured by Any Federal Government Agency
Not FDIC Insured-No Bank Guarantee-May Lose Value