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Investments & Retirement Plans

We are a branch office of a full service brokerage firm, Centaurus Financial, Inc. Therefore, we have many investments from which to choose.  ¹Some feature guarantees of your principal while allowing you to invest in the stock market or participate in an index such as the *Standard & Poor's 500 without fear of loss.  Some feature a guarantee of a lifetime income that you cannot out live.   All guarantees are bassed on the  financial strength and claims paying ability of the insurance company, who is solely responsible for all obligations under its policies.

The following is a general outline of what we have available:

IRAs:

    • Traditional

    • ROTH

    • Simple

RETIREMENT PLANS:

    • SEP

    • 401(k) Plan

    • Profit Sharing Plan

    • Pension Plan

INVESTMENTS - GENERAL:

    • Mutual Funds

    • Annuities

      • Immediate Annuities

      • Fixed Annuities

      • Variable Annuities

      • Equity Indexed Annuities

    • ²Real Estate Investment Trust (REIT)

    • Unit Investment Trusts (UIT)

    • Exchange Traded Funds (ETF)

    • Stocks

    • Corporate Bonds

    • Tax-Free Municipal Bonds

    • U. S. Treasury Bonds

    • Section 529 College Savings Plans

²INVESTMENTS - ALTERNATIVE (Public Offerings):

    • Real Estate:

      • Limited Partnerships

      • Ownership Interests Using A Limited Liability Corporation

      • Non-Traded Real Estate Investment Trusts (REIT)

    • Business Development Corporations

    • Tax Credit Programs 

INSURANCE:

    • Life Insurance

      • Universal Life Insurance

      • Variable Universal Life Insurance

      • Equity Indexed Life Insurance

STRUCTURED SETTLEMENTS

¹The application of surrender charges could result in a loss of principal the same as they do with a CD.  Investment return based on market increases may be capped in some investments.

²An alternative investments strategy is subject to a number of risks and is not suitable for all investors. Investing in alternative investments is only intended for experienced and sophisticated investors who are willing to bear the high economic risk associated with such an investment. Investors should carefully review and consider potential risks before investing.

*It is not possible to invest directly into an index.  The Standard & Poor's (S&P) 500 Index is comprised of 500 widely traded industrial, transportation, financial and public utility stocks and is used as a benchmark.

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