Services

How We Work

We strive to help individuals with investment and retirement strategies. We offer personalized, hands-on service. We educate our clients about financial concepts, products, and strategies.

Investments

CDs and Bonds

Common Stock

Traditional and Roth IRA

SEP and SIMPLE IRA

Brokerage Accounts

Variable & Structured Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) and 403(b) Planning

College Plans

Estate Plans

Profit Sharing Plans

Insurance

Life Insurance

Long-Term-Care Insurance

Disability Income Insurance

Key-man Insurance

Business Insurance

Life Insurance Retirement Plan

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

tonychoi@tc-im.com | 260-486-5200