Services

Our Services

Wealth Strategies & Consulting is committed to providing personalized, hands-on service to help you achieve your financial goals. Our services include:

Investments

Bonds
Stocks
Options
Mutual Funds

Financial Planning

Cash Flow and Retirement Planning

Individual Retirement Account (IRA)
Roth IRA
Budgeting
Financial Planning
Net Worth
Tax Considerations

Education Planning

College Expense Plans
Custodial and 529 Plans

Risk Management

Disability Insurance
Life Insurance
Long Term Care Insurance

Business Advisory

Business Consulting

Business Valuations
Cash Flow Analysis
Succession Planning

Business Retirement Plans

401/k / 403(b) Services
Defined Benefit
Money Purchase Pension
Profit Sharing
Simplified Employee Pension (SEP)
Simple IRA

For more information about Wealth Strategies & Consulting and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you.

girwin@nextfinancial.com | 307-527-4033