| Individual Investment Advice |
|
- Investment Accounts
- Brokerage Accounts
- SEP IRA
- Simple IRA
- Stocks & bonds
|
- Traditional IRA
- Roth IRA
- Educational IRA
- College 529 Plans
|
- Variable Annuities
- Fixed Annuities
- 401k Rollover Accounts
- Public Employees (PERS) Conversion Strategies
|
|
| Company Retirement Plan Designs |
|
- 401 (k) Planning
- 401(a) Money Purchase
- SIMPLE IRA
- 403 (b) Planning
- SEP
|
- Profit Sharing
- QNEC
- Indian Gaming/Sovereign Nation Management
- Rabbi Trust
- ESOP
|
Davis-Bacon Prevailing Wage Plans
College 529 Employer Plans
|
|
Securities offered by John Marcelia and James Breeze through KMS Financial Services, Inc.
