Investment and Advisory Services
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Products Offered: For Individuals

Mutual Funds 529 Educational Savings Plan Life Insurance
Stocks and Bonds Education IRA Health Insurance
Variable Annuity Traditional IRA Disability Insurance
Fixed Annuity Roth IRA LTC Insurance
Asset Managed Accounts 403(b) TSA Retirement Plans Brokerage Accounts
Spousal IRA    



Services Offered: For Individuals

Fee Based Financial Planning Asset Management
Asset Allocation Analysis Seminars
Insurance Reviews Roll-Over Accounts
  savings



Products and Services Offered: For Small Business

Individual (k) Plan Group Health Insurance Deferred Compensation
401 (k) Plan Group Life Insurance Exit Strategy Planning
SEP IRA Long Term Care Insurance SIMPLE IRA
Disability Insurance Traditional IRA Key Man Insurance



Advisory Service Fees

Retirement Analysis - $250
Asset Allocation Analysis - $200
For Educational Plan Analysis - $200
Comprehensive Financial Plan - $600 - $3,000
Fee Based Managed Accounts - .75% to 2% Annually
For Managed Accounts, the minimum is $25,000.00

   Services
Securities offered exclusively through Centaurus Financial, a registered broker/dealer. Member NASD/SIPC
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