Investment Services

We represent a wide range of companies with whom we place business. This approach affords our clients a variety of financially sound investment products and services:

Asset Types

• Stocks
• Bonds
• Mutual Funds
• Annuities
• FDIC Insured Certificates of Deposit
• Managed Accounts through Woodlands Asset Management, Inc.

Services

• Estate Planning
• Retirement Planning

Account Types

• Traditional and Roth IRAs
• Simple IRA
• SEP IRA
• 401k
• Pension Plan
• 403(b) and 457(b) Plans
• 529 College Savings Account
• Custodial Account
• Non-retirement Account