Financial Planning is a process of analyzing a client's resources and financial objectives, implementing a plan to utilize the resources to meet specific goals and monitoring the plan to ensure that the results are achieved.
Whether your aim is to create a college fund for your children, reduce your taxes, plan for retirement or develop an estate plan, Thurston, Springer, Miller, Herd & Titak, offers a full range of investment products and services to implement any financial strategy.
Registered Investment Advisor |
Financial Planning for College |
Retirement Planning |
Tax Planning |
Managed Accounts |
Savings Programs |
Insured Certificates of Deposit |
Unit Investment Trusts |
Common Stock |
Preferred Stock |
Tax-Free Municipal Bonds |
U.S. Government Bonds |
Portfolio Reviews |
Options |
Money Market Funds |
Ginnie Maes |
IRA Rollovers |
Custodial Services |
Pension & Profit Sharing Plans |
Lump Sum Distributions |
Convertible Bonds |
Corporate Bonds |
Mortgage Backed Securities |
Long-Term Care Insurance |
Estate Planning |
Survivorship Life |
Life Insurance |
IRA Accounts |
Tax-Deferred Annuities |
401(k) Plans |
Mutual Funds |
Zero Coupon Bonds |
529 Plans |
Roth IRA |
Private 401(k) |
SEP IRA |
Exchange Traded Funds |
|
|
top 
