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Our Services

What We Can Do For You

Client Centered

As Financial Advisors, we assist in developing a customized Estate Plan by walking you through a step-by-step process that is designed specifically for you.

Once your goals have been established to suit your vision and objectives, we will implement a sound financial program which includes:

  • Tax-reduction strategies
  • Asset management, including stocks, bonds, mutual funds and exchange traded funds.
  • Retirement planning.
  • Continued planning and preservation.
  • Asset protection through insurance and annuity products.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

joe@paganofinancial.com | (805) 495‑0858