|
Services Available
To Help You Plan A Brighter Future |
| Comprehensive
Planning Services |
Employee Benefit
Planning Services |
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Your future
and retirement seem to approach so quickly. Be sure you and
your business are prepared. We will discuss the following with
you:
- Group Insurance Plans (Life, Disability
Dental, Health)
- Payroll Deduction Plans
- Pensions
- Defined Benefit
- Defined Contributions
- Profit Sharing Plans
- 401 (k) Plans
- SIMPLE 401 (k) Plan
- Tax Sheltered Annuities
- Individual Retirement Accounts (Traditional, Roth, SIMPLE
IRA, etc.)
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| Investment
Services |
Owner
/ Executive Planning Services |
- Mutual Funds
- Choose from over 350 mutual fund families
- General Securities Trading
- Variable Annuities
- Choose from various insurance companies
- Unit Investment Trusts
- Investment Advisory Service **
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- Selective Retirement Plans
- Buy/Sell Agreement
- Key-Person Plans
- Business Continuation
- Estate Analysis
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| Insurance
Planning Services |
-
Personal Life, Disability & Long-term
Care Insurance
-
Business Life, Disability & Group
Insurance
-
Fixed Annuities
|
Securities
offered through registered representatives of The O. N. Equity
Sales Company, Member NASD/SIPC, One Financial Way, Cincinnati,
OH 45242, 1-513-794-6794.
*Trust Management
Services are offered through Guardian Trust Company, FSB,
which is a wholly owned subsidiary of the Guardian Life Insurance
Company of American, New York, New York.
**Investment Advisory
Services offered through O. N. Investment Management Company.
Any insurance
product or annuity offered or sold through Financial Services
Center:
- Not a deposit
- Not insured
by the FDIC
- Not guaranteed
by the bank
- May go down
in value
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