| Mutual Funds |
- Growth Funds
- Income Funds
- Tax Exempt Funds
- Tax Managed Funds
- International Funds
- Money Market Funds
- Sector Funds - Health Care, Financial, Technology, etc.
- 529 College Savings Plans
|
| Annuities |
- Variable Annuities
- Equity Index Annuities
- Fixed Annuities
|
| Retirement Plans |
- IRA's: Traditional/SEP/Roth & Simple
- 401(k) Plans
- Pension & Profit Sharing Plans
- 403(b) and 501(c)(3) Plans
- Personal Retirement Plans
|
| Brokerage Services * |
- Listed and OTC Stocks
- Corporate Bonds
- U.S. Government Bonds
- Municipal Bonds
- Asset Management Programs
|
| Investment Advisory Services |
- Portfolio Management
- Financial Planning
- Mutual Fund Planning
|
| Insurance |
- Life Insurance - Term and Whole Life
- Variable Universal Life Insurance
- Long Term Care Programs (Nursing Home Insurance)
- Disability Insurance
|
* Brokerage accounts are cleared through RBC Dain Correspondent Services, a division of RBC Dain Rauscher Incorporated, Member NYSE/SIPC. Clients' assets are protected through RBC Dain Rausher's membership in the Securities Investor Protections Corporation (SIPC) which provides protection up to $500,000 (cash up to $100,000). RBC Dain Rauscher has purchased additional coverage of $150 million (cash up to $900,000) for total protection of up to $150.5 million (cash up to $1 million). This protection does not apply to any decline in market value of your securities.
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