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Our Services

At the Living Capital Group, we provide professional assistance in the following areas:

Investments

  • Mutual Funds
  • Managed Accounts
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax-Advantaged Planning
  • 401k Planning
  • Defined Benefit Plans
  • College Planning
  • Estate Planning
  • Money Management
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance