Blazing a Trail to Your Success
Our Services
Saltgrass Financial Group offers knowledgeable advice and assistance in the areas of investment and retirement planning for individuals and businesses. Whether you're looking to minimize taxes, finance a child's education, save for retirement or to improve your current portfolio, we are here to assist you.
Your financial consultant will listen to you, determine your needs and work with you to create an investment plan that is tailored to your goals. This is accomplished by first defining your financial goals and taking into consideration your tolerance for risk. With this individualized approach, your financial consultant will help you select the right portfolio of investments from a wide variety of investment choices.
General Services
Investment Selection
Portfolio Development
Asset Allocation
Life Stage Planning
Individual Investments
High Interest Savings Accounts
Mutual Funds
Fee Based Managed Investment Accounts
REIT's (Real Estate Investment Trusts)
Fixed Annuities
Variable Annuities
Seperately Managed Accounts
College Planning
Coverdell Education Savings Account (Education IRA)
Custodial Accounts (UGMA,UTMA)
529 College Savings Plans
Personal Retirement Accounts
Individual Retirement Accounts (IRA's)
Traditional IRA
Roth IRA
Rollover IRA
Education/Non-profit Organizations
403(b)Tax-sheltered Accounts
ORP Optional Retirement Plans
Business Retirement Plans
Business Plans
SEP (Simplified Employee Pension Plans)
SIMPLE IRA
Profit Sharing
401(k) Plans
Deferred Compensation Plans
Buy/Sell Agreement Funding
Personal Insurance
Term Life
Whole Life
Universal Life
Variable Life
Health
Disablity
Long-Term Care
Planning
Estate Planning
Trust Planning
Estate Tax Planning
Asset Preservation