Our Services

Our Services

At Financial Professionals Incorporated, we not only help our clients with their financial and retirement planning, we also assist them in implementing their plans. When products are needed, we represent our clients (not product companies) on an independent, objective basis in the following areas:

  • retirement planning
  • IRA rollovers, IRAs and Roth IRAs
  • corporate retirement plans
  • estate planning
  • education planning
  • fee service for financial advice
  • mutual funds
  • stocks and bonds
  • real estate investments
  • long-term care insurance
  • life insurance
  • disability insurance

Securities offered through Cambridge Investment Research, Inc.