We help our clients build and protect wealth through knowledge, experience, and professional resources. As investment and insurance professionals, we track top quality, well-established products to meet your future retirement objectives. Working with you, your tax person, and a living trust attorney, we help get your financial house in order.
Retirement Income
New Accounts & Transfers
Deductible/Non-Deductible Traditional or Roth IRAs
SEP IRAs
403(b) and Rollovers
Roth 401(k) set ups and rollovers
Pension and Profit Sharing Rollovers
Personal/Single K Plans
Consolidation of Accounts
Social Security Information
Insurance & Annuities
Whole Life, Variable (VUL) or Term Life
Fixed or variable annuities Single Premium Immediate Annuties (SPIA)
Long-Term Care & Hybrid Products
Medicare Information
Savings
Long-Term & Short-Term
Non-IRA Accounts (with or without tax deferment) ✓ For Income ✓ For Growth ✓ Money Markets
Education
Coverdell Education Savings Accounts (ESA)
529 Plans/College Bound Funds
Gifting
UTMA/UGMA/CUTMAs (Gifts to Minors)
Charitable Gifting
We guide you to help create and manage your wealth.
The above/below link(s) are provided for your information only, strictly as a courtesy. When you click to the web sites provided here, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to. We do not independently verify any information given by any third party website.
We do not endorse, nor accept any responsibility for the content, products and/or services provided at Trexel & Associates. Some information contained on these site(s) are provided by third parties. We do not verify this information, nor do we guarantee its accuracy or completeness.
