Broker Check

Sue Patrick

(615) 563-1328

Products and Services

We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Planning
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance



 

Have A Question?







Thank you! Oops!

Recommended Content

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.