Investment & Retirement Planning


Traditional or Roth IRA

If you are looking to plan for retirement, a Traditional or Roth IRA are tax advantaged vehicles that can be used to create income in retirement.

Rollover IRA

If you have a 401K, or 403B from a previous job, we can help you roll that over to a new IRA which you have control over.

Mutual Funds

Investing in mutual funds allows you to invest in a segment of the market without buying and selling individual stocks.

Fixed Annuities

Fixed annuities offer a guaranteed rate for a determined number of years. These guarantee protection of principal, which is very important as you prepare and head into retirement.

Variable Annuities

Variable Annuities can provide a guaranteed lifetime income and give
you the possibility for higher returns.

Fixed Indexed Annuities

Indexed Annuities offer growth potential with downside protection. For those looking for higher returns, these can be more attractive than traditional fixed annuities.


Custom Wealth Advantage Accounts

Individualized investment management services. Fee based advising.

529 Plans

A 529 plan is a tax advantaged investment vehicle that can help you plan for family member’s education.

Stephen B. Ebbecke & Associates