SERVICES:
· Investment Analysis & Management
· Retirement Planning
· College Funding
· Tax Planning & Preparation*
· Employee Stock Option Planning
· Estate Planning*
· Employer Sponsored Retirement Plans (401(k), 401(a), 403(b), 457, SIMPLE)
· Small Business Planning (employee benefits, business continuation, buy-sell)
PRODUCTS:
· Mutual Funds
· Individual stocks and bonds
· Unit Investment Trusts
· Closed End Funds
· Royalty Trusts
· Exchange Traded Funds
· Certificates of Deposit
· Market Linked Certificates of Deposit
· Variable and Fixed Annuities
· Revertibles
· Term, Universal and Variable Life insurance
· Disability Insurance
· Long Term Care
· Individual & Group Health Insurance
· Traditional IRA
· Roth IRA
· Conversion Roth IRA
· Simple IRA
· SEP,401(k)
· Individual 401(k)
· Profit Sharing Plans
· Pension Plans
· 403b Plans
· 457 Plans
· Traditional and Roth 401(k) Plans
* Pinnacor Financial and Cambridge Investment Research do not provide tax and legal advice. These services are coordinated with the appropriate tax and legal professionals.
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