Services

Pro Planning Financial provides professional assistance in the following areas:

Investments

Bonds
Common Stock
Educational IRA
Brokerage Accounts
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Treasury Bills
Government Securities
Treasury Notes
Variable Annuities

Financial Planning

Retirement Plans
Tax Planning*
401k Planning
403b Planning
College Funding Strategies
Estate Plans*
Money Management
Money Purchasing Plans
Profit Sharing Plans

Insurance

Disability Income Insurance
Life Insurance
Long Term Care Insurance
Individual Health Insurance
Group Health Insurance

*Registered Representatives do not provide tax and/or legal advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.