Products & Services
Full range of investment management and financial planning solutions
Investment Services
- Advisory Accounts*
- Brokerage Accounts
- Trust Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- 401(K)/Profit Sharing Plans
- Cash Balance Pension Plans
- 529 Education Savings
- Annuities
- Alternative Investments
*Advisory Accounts offered through LPL Financial
Financial Planning
Collaborative process that helps maximize your potential for meeting life's goals through financial advise that integrates key elements of your personal and financial situation
- Preparing for retirement
- Living in retirement
- Identifying tax considerations
- Social Security benefit optimization
- Medicare insurance review
- Identifying and managing risks
- Managing cash flow
- Managing assets and liabilities
- Planning for educational needs
- Estate plan review
Insurance
- Medicare Supplement Plans
- Medicare Part D Drug Plans
- Medicare Advantage Plans
- Life Insurance
- Long Term Care Insurance
- Disability Income Insurance
- Buy/Sell Business Insurance
CA insurance license 4037630 (Dennis Linn - principal place of business: 480 W Dussel Dr, Suite 145, Maumee, OH 43537)