Our Services & Compensation
Services:
- Full Service Stock Brokerage *
-Stocks and Bonds
-Mutual Funds and Variable Annuities
-Alternative Investments
-Investment Advisory Services
- Full Service Insurance Agency
-Life, Health, Long Term Care, Disability
-Fixed Annuities, Medicare Supplements
- Income Tax Planning
-Tax planning projection
-Reduction analysis for individuals & businesses
- Retirement Planning *
-Determination of retirement financial need
-Worry free retirement planning
-Complete pension and retirement plan analysis
- Estate Planning
-Federal/State inheritance tax planning
-Probate avoidance techniques
-Aid families to transfer assets without complication at death
- Corporate Planning
-Strategic preparation for growth and stability
-Exit strategy planning for retirement
- Divorce Planning
-Couple cooperative divorce advocacy
-Valuation and division of marital assets
-Individual financial case preparation with Attorneys
- Investment, Budget, and Saving Analysis *
-Investment, budget, and saving principles
-Techniques to help grow wealth
-Asset allocation, economic fundamentals
Compensation:
The Financial Sense People, including Barbara Stetzko as a CFP Professional, is entitled to compensation in the form of commision or fees. You will always know if there will be a charge for our service prior to making any commitment.