Products & Services

What is the Process

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

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

Investments Services

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Investment Advisory Services

Financial Planning

Retirement Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Medicare Supplements

Medicare Advantage Plans

Group Medical and Dental 

For more information about my firm and the services I offer, send me a quick email or call the office. I would welcome the opportunity to speak with you.

jnpeacock@peacockfinancialgroupllc.com   |  (401) 232-2073