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.