Services & Products

SERVICES:

· Investment Analysis & Management
· Retirement Planning
· College Funding
· Tax Planning & Preparation
· Employee Stock Option Planning
· Estate Planning

· Employer Sponsored Retirement Plans

(401(k), 401(a), 403(b), 457, SIMPLE)

· Small Business Planning (employee benefits, business continuation, buy-sell)

PRODUCTS:
· Mutual Funds
· Individual stocks and bonds
· Unit Investment Trusts
· Closed End Funds
· Royalty Trusts
· Exchange Traded Funds
· Certificates of Deposit
· Market Linked Certificates of Deposit
· Variable and Fixed Annuities
· Revertibles

· Term, Universal and Variable Life insurance· Disability Insurance
· Long Term Care
· Individual & Group Health Insurance
· Traditional IRA, Roth IRA, Simple IRA, SEP, 401(k), Individual 401(k),
Profit Sharing Plans, Pension Plans, 403b Plans

Securities offered through Securities America, Inc. Member FINRA/SIPC, David Kaiser, Registered Principal, Seth King, Jr., Registered Representative. Licensed to offer securities products in AK, AR, AZ, CA, CO, CT, GA, HI, IA, ID, IL, KS, MA, MN, MO, NC, NE, NM, OH, OK, OR, PA, SC, SD, TX, VA, VT, WA and WY. Advisory Services offered through Securities America Advisors, Inc. an SEC registered investment advisory firm, David Kaiser and Seth King, Jr., Investment Advisor Representatives. Licensed to offer advisory services in CO, TX and able to offer advisory services in all 50 states through Securities America Advisors, Inc. Licensed to offer insurance products in CO, SC. TX and WI. Pinnacor Financial Group and Securities America are not affiliated.