Our Services


~INDIVIDUAL CLIENT SERVICES AND PRODUCTS:

 

 

  • Comprehensive Financial Plans  **
  • Retirement Projections
  • Professional Portfolio Management
    --ProCash Plus Cash Management Accounts
    --Fee Based Asset Management Accounts ***
    --Online Client Account Access
    --Mutual Funds *
    --Stocks and Bonds
    --Fixed and Variable Annuities *

  • Insurance Programs
    --Term, Variable and Universal Life Insurance
    --Disability Income Insurance

  • ElderCare Financial Management
    -- Long Term Care Insurance
    --Asset/Income Management

  • College Education Funding Plans
  • Tax Preparation

    ~BUSINESS/PROFESSIONAL PRACTICE SERVICES AND PRODUCTS:
  • Retirement Plans
    --SEP-IRAs and SIMPLE-IRAs
    --401(k) Plans
    --Profit Sharing/Pension Plans

  • Group Insurance
    --Life
    --Disability Income
    --Health

  • Corporate and Partnership Tax Returns
  • Payroll and Accounting Service


    ~WOMEN'S FINANCIAL SERVICES NETWORK:
    A referral network of financial and legal professionals for women in all walks of life.
  • Cash Management education and implementation
  • Asset/Income Management for widows/divorcees

     
    The Womens’ Financial Services Network is not affiliated with Walnut Street Securities

     
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