- Making sense of all the investment information in the market today can be a time consuming, confusing
chore. With literally thousands of investment alternatives to choose from, selecting the right combination
requires an understanding of investment basics and asset allocation, diversification, strategies, and tax
implications.
- Using a personal approach we offer our
clients access to thousands of mutual funds
and a comprehensive array of investment products and services.
So go ahead and contact Salem Schooner and watch them help you turn financial
problems into opportunities. Opportunities to fulfill your dreams.
- Our Investment Services and Products:
Tax Deferred, Tax Advantages, and Tax Sheltered Investing
Retirement Planning
401K's
IRAs, SEPs, and IRA Rollovers
Life, Accident and Health Insurance
Fixed and Variable Annuities
Disability Insurance
Trust and Estate Planning
College Planning
Stock and Bond Trading
Traditional Brokerage Services
Securities offered through United Planners' Financial Services of America
