Our Services
At Financial Life Lab, we provide professional assistance in the following areas:
Investment Planning & Management
- Stocks
- Bonds
- Mutual Funds
- Brokerage Accounts
- 529 College Savings Plans
- Annuities
- Variable
- Fixed
- Equity Indexed
- Retirement Investments (see Retirement Planning)
- Alternative Investments
- Business Development Co.'s (BDC's)
- REIT's
- Equipment Leasing
- Oil & Gas
- Government Securities
- Treasury Bonds
- Treasury Bills
- Treasury Notes
Retirement Planning
- Retirement Income Planning
- Traditional IRA's
- 401k's
- IRA Rollovers
- Roth IRA's
- SIMPLE IRA's
- SEP IRA's
- 403(b)/TSA's
- 457's
- Profit Sharing
Financial Planning
- Financial Life Planning
- Goal Planning
- Insurance Planning
- Retirement Planning
- Tax Planning
- 401(k) Planning
- 403(b)/TSA Planning
- College Planning
- Estate Planning
Insurance
- Life Insurance
- Term Life Insurance
- Whole Life Insurance
- Universal Life Insurance
- Variable Universal Life Insurance
- Equity Indexed Whole Life Insurance
- Long Term Care Insurance
- Disability Income Insurance