Question and Answers
Answers For All Your Financial Questions
Question?
How can I build assets over time, and protect what I've gained during market downturns?
Answer:
- Investment Management Solutions
- Managed Asset Portfolios (MAPs)
- Portfolio Management
- Wealth and Income Management
How can I prepare for major expenditures or changing life situations?
Answer:
- Financial Planning Solutions
- Personal Financial Plans
- Retirement Plans
- College Funding Plans
- Estate Plans
- Tax Plans
Question?
How can I protect my family and heirs should something happen to me?
Answer:
- Insurance Planning Solutions
- Term Life Insurance
- Whole Life Insurance
- Universal Life Insurance
- Variable Life Insurance
- Long-Term Care Insurance
- Mortgage Insurance
Question?
How can I use my business to create meaningful benefits for me and my employees?
Answer:
- Business Planning Solutions
- Simplified Employee Pension Plans (SEPs)
- Deferred Compensation Plans
- 401(k) Plans
- Simple Plans
- Keogh Accounts
- Employee Presentations
- Health Insurance
Question?
What investment options are available to me?
Answer:
- Full Service Brokerage
- Stock and Bond Trades
- Mutual Funds
- Fixed and Variable Annuities
- Unit Investment Trusts
- Real Time Stock Quotes
Question?
How will I know that my investment choices are sound?
Answer:- Research and Analysis
- Mutual Fund Reports and Tracking
- Stock and Bond Research
- Insurance Analysis
- Investment Screening
- Market News and Research
Investment Management services are offered through Fidelity Institutional Brokerage Group.
Securities are offered through Infinex Investments, Inc. - Member FINRA/SIPC.
Fixed Insurance is offered through Consolidated Life Producers.
Services, securities and insurance offered through Independence Trust Company and Fidelity Institutional Brokerage Group, Infinex Investments, Inc. and Consolidated Life Producers are not FDIC-insured and are not deposits or obligations of, and are not guaranteed by any bank. For more information about a particular security, ask for a prospectus. Please read it carefully before making an investment.
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