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Products & Services

At Financial Life Plans, we provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • REITS
  • Brokerage Accounts
  • Traditional IRA
  • Mutual Funds  
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Government Securities
  • Variable Annuity
  • Exchange Traded Funds

Retirement/Financial Planning

  • Retirement Income Planning
  • 401 (k) Planning
  • 403 (b) Planning
  • TSP Planning
  • Wealth Management
  • Estate Planning
  • Social Security and Pension Planning

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Fixed and Indexed Annuities
  • Variable Annuities

Tax Planning

  • Income Tax Reduction Strategies
  • Estate Tax Reduction Strategies

Charitable Planning

  • Charitable Reminder Annuity Trusts
  • Charitable Remainder Uni-Trust
  • Private Foundation
  • Charitable Lead Trust
  • Charitable Lead Uni-Trust