Products & Services
At JEO Financial, we provide assistance in the following areas, and our proprietary comprehensive planning model addresses all areas applicable to our Clients.
Products
- Stocks
- Bonds
- Mutual Funds
- ETFs
- Certificates
- 529 Plans / CESAs
- IRAs
- Annuities
- Government Securities
- Alternative Investments
- Insurance Solutions
- Fee-Based Asset Management Program*
Financial Planning*
- Financial Position Analysis
- Protection Planning
- Investment Planning
- Income Tax Planning
- Retirement Planning
- Estate Planning
- College Planning
- Employee Stock Option Analysis
- Planning for Small Business Owners
Retirement and Investment Planning
- Asset Allocation
- Traditional IRA
- Rollover IRA
- Roth IRA
- Simple IRA
- SEP IRA
- 401(k) / Profit Sharing Plan
- Individual 401(k)
- 403(b)
- Defined Benefit Plan
- Pension Benefit Analysis
- Succession Planning for Small Business Owners
*Asset management and financial planning offered through LPL Financial.