Broker Check

Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Variable Annuity

Retirement Plans

401(k) 

 Roth 401(k) Option

403(b) 

Money Purchase Plans

Profit Sharing Plans

Insurance

Buy/Sell Insurance

Disability Income Insurance

Group Benefits

Key Employee

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

dana@vutera.com  |  225-281-9278