City Guide

Description: <p>If you any questions, please email or call.</p>\n\nFINANCIAL PLANNING: Goal Setting - Risk Management Planning - Investment <br />Planning - Wealth Management - Retirement Planning - Estate Planning - <br />Business Succession - Education Funding - IRA Rollovers<br /><br />INVESTMENTS: Stocks - Bonds - Government Securities - Treasury Bills - <br />Treasury Notes - Mutual Funds - Asset Management - IRAs (Traditional, <br />Simple, Roth, & SEP) - IRA Rollovers - Variable Annuities - Direct <br />Investments - REITS - 529 College Plans - Individual 401(k)<br /><br /><br />RISK MANAGEMENT: Life Insurance - Disability - Equity Indexed Annuities - <br />Long Term Care Insurance - Health Insurance (Individual or Short-term) - <br />Medical Savings Accounts<br /> <br />EMPLOYEE BENEFITS: Health Insurance - Life Insurance - Flex Plans - <br />Defined Benefit Plans - Benefit Statements - 403(b) - Executive  Packages - 401(k) - Disability Insurance - Defined Contribution Plans - <br />Voluntary Benefits - Profit Sharing Plans<br /> <br />Securities and Advisory Services offered through Geneos Wealth <br />Management, Inc., Member FINRA/SIPC.<br /><br /> Advisory Services also offered through Warren Financial Group, Inc., A <br />Registered Investment Advisor.<br /> Read more