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
- Money Management
- Profit Sharing Plans
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
- Individual Health Insurance
- Group Health Insurance
