Non-discretionary investment accounts receive ongoing investment advice and review. Account assets are held on and reported through TD Ameritrade Institutional, and Charles Schwab and Company Inc. The advantage to using these firms is that it gives us access to financial products at lower cost than what is available to the retail consumer.

  • Personal Services include:
  • Mutual Funds, Exchange Traded Funds (ETF’s), Stocks, Bonds. Variable Annuities are available through Jefferson National.
  • Personal Retirement & Education Savings Accounts : Roth Traditional IRA’s, Rollover IRA’s, College Savings.
  • Business Services: Company Retirement Plans.