Broker Check

Investing

We provide a wide range of investment services and products. The following is a list of products that we offer:

  • Variable annuities
  • Fixed annuities
  • Mutual funds
  • CD’s
  • 529 college savings plans
  • IRAs
  • 401(k) plans
  • SIMPLE IRA plans
  • SEPs
  • Professional money managed portfolios
  • Alternative investments

We are happy to work with other professionals in coordinating your accounts or expanding your portfolio, so that you can receive the most accurate financial advice possible. Call Donna or Deonna today to discuss your investment strategies!

*A Registered Representative may only transact business in states where he/she is registered, or exempt from registration. Currently we have Representatives registered in the following states: TX, AZ. If your resident state is not listed, please contact us at (972) 272-8567. Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions for, or provide personalized investment advice to, or communicate directly with (by email, letter, or telephone) residents in which a Representative is nto registered.

 

Helping you plan for your family!