Exchange Opportunities

Retirement Planning


Stocks
Mutual Funds
Bonds
Treasuries
Variable Annuities
REIT (Real Estate Investment Trust)
Oil and Gas Programs
Tax Credit Programs
ESOP (Employee Stock Ownership Plan)
Business Ventures

IRA (Individual Retirement Account)
IRA Rollovers
401(k) Plan
KEOGH Plan
SEP (Simplified Employee Pension Plan)
SIMPLE (Savings Incentive Match Plan for Employees of Small Employers)
Money Purchase Pension Plan
Profit Sharing Plan
Deferred Compensation Plan

Estate Planning

Insurance


Will
Trusts:
Marital, Family, Irrevocable & Revocable
Tax Planning

Estate and tax planning services are offered through
another entity not affiliated with First Allied Securities
or Mowatt Financial Inc

Life Insurance
Health and Medical Insurance
Long-Term Care Insurance
Disability Insurance
Key-Man Insurance
Second to Die Insurance

Real Estate

Buy / Sell Agreements


Investment Property.

Real Estate investments are offered through another
entity not affiliated with First Allied Securities or
Mowatt Financial Inc

Funding Products Used:
Life Insurance, Disability Insurance,
Business Overhead, Business Owner
Buy-Out Insurance