Financial Services

Financial Services Information

We can help you protect your assets and build them. For all your family’s financial needs it is never too early to get started.

PREPARE FOR RETIREMENT

Traditional IRAS
Roth IRAS
401(K)’s and Rollovers
Variable Annuities

How much can I save for an IRA?

How much can I contribute to an IRA?

What are the tax advantages of an annuity?

Compare a Roth IRA to a Traditional IRA

What is the future value of an annuity?

SAVE FOR COLLEGE:

529 College Savings Plan
UGMAS/UTMAS

When should I start saving for my Child’s College?

How much should I be saving for College?

What are the advantages of a 529 Savings Plan?

LIFE/ESTATE PROTECTION:

Term Life
Variable Universal Life

How much Life Insurance do I need?

Investment Accounts

Individual
Joint
Corporate
IndividualJoint Corporate

Employer/Employee Benefits

SEP/Simple IRAS
401(K) Plans

Contact Fixated Financial & Insurance Solutions, Inc. today to learn more about how suitable business insurance can help protect your financial services company.