Our Services

FOR INDIVIDUALS

For all personal financial products and services or investment and financial planning programs, please visit our Personal Financial Services section to explore the many services we offer to address all of your personal financial needs.

PERSONAL PLANNING SERVICES
Comprehensive Financial Planning
Investment Portfolio Analysis
Retirement Planning
Educational Funding
Investment Recommendations
Estate Planning
Tax Strategies Annuities
Charitable Planning   
Trust Planning   
Roth IRA   

If you are seeking Personal Insurance of any kind, click on the link to visit our parent organization, R.J. Welsch & Associates, Inc. for all of your personal Insurance needs.

INVESTMENT PRODUCTS
Fee Based Asset Management 
Third party Managed Accounts 
Mutual Funds 
Retirement Products 
Variable Products 
Individual Stocks & Bonds

FOR EMPLOYERS / BUSINESSES

If you are a business owner, executive, or benefit professional looking for retirement plans, owner/executive plans or group insurance, please visit Business Financial Services section at our parent organization, R. J. Welsch & Associates, Inc. for employers & businesses.  Click on the link to visit now.

BUSINESS PLANNING SERVICES
Business Continuation
Buy-Sell Agreements
Split Dollar Agreements
Key Man Insurance

EMPLOYEE RETENTION BENEFITS
Group Health Insurance
Group Life Insurance
Group Disability Insurance
Group Vision Insurance
Group Dental Insurance
401k Plans
Other Retirement Programs
Long-Term Care Insurance