Wealth Accumulation

Investments

As registered representative with SM&R I can offer investments to help make your money work harder for you.

No matter what your needs and objectives, I can show you innovative financial alternatives.

I offer:

  • Income potential
  • Tax-Free Income (may be subject to the alternative minimum tax)
  • Capital growth potential
  • High current income potential, or
  • Potential income and capital preservation

General Investing

  • Mutual Funds

Education Funding

  • Coverdell Education Savings Plans
  • Section 529 Plans

Retirement Strategies

  • IRAs
  • 401(k)s
  • Small Business Retirement Plans
  • Estate Preservation

 All investors are advised to carefully consider the investment objectives, risks and charges and expenses of any investment company before investing. The prospectus contains this and other information about the investment company. For complete information about any securities products, ask your registered representative for a free prospectus. Investors should read the prospectus carefully before investing. All securities products have investment returns and principal values that fluctuate, and when redeemed, may be worth more or less than their original cost.

 

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck