Our Services

Personal Financial Needs

Combining many years of practical experience and expertise, we are able to offer comprehensive financial and insurance planning.

We are unbiased and objective.  We evaluate your unique situation and offer solutions that are best for you. 

We are able to meet your financial goals:

  1. Asset allocation
  2. Retirement funding
  3. Trust and Estate planning
  4. Education funding
  5. Life insurance protection for you and your family
  6. Consolidation of your investments
  7. Ongoing monitoring of your portfolio

We represent the most respected investment companies and the highest rated insurance carriers to offer the following investment and insurance selections:

  1. Load and no load mutual funds
  2. Individual stocks
  3. Annuities (tax deferred investing with fixed, variable and living benefit annuities)
  4. Traditional, ROTH, Rollover and "Stretch" IRA's
  5. 529 Plans (College funding)
  6. Life insurance (Variable*, Universal, Whole, and Term)

Back to Our Services list

Welcome | Our Services | About Us | Employee Assistance | Employer Assistance | Library | Contact Us | Site Map
FINRA broker check Securities offered by The Tavenner Company 4910 Old Mechanicsburg Road, Springfield, Ohio 45502 Telephone: 800-543-6922 Member of FINRA-SIPC-MSRB.

© 2004-2018. Created and maintained by Fitting & Zidd

The Zidd Agency, Inc.