Brokerage Service
Brokerage Service
CoreFirst Investment Services, a Cetera Investment Services program, provides an array of financial services and solutions that can be tailored to fit your unique circumstances. Our Investment Executives are happy to discuss your current situation and provide the right solutions to help meet your objectives.
- Preparing for illness/end of life
- Reviewing current insurance
- Dealing with lump-sum distributions
- Projecting early or late retirement
- Minimizing tax liabilities*
- Preserving wealth
- Charitable giving
- Individual and group life (term, fixed, universal, variable)
- Disability
- Group health
- Long-term care
- Key person
- Money Markets
- Treasury biills, notes, and bonds
- Stocks
- Mutual funds
- Annuities
- IRAs, SEPS, TSAs
- 529 Plans
- Qualified Plans; 401k, 403b, profit sharing
- Pension Planning
- Deferred compensation strategies
- Buy/Sell agreements
- Business Continuation Planning