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Products and Services

Products and Services

At The Soul Supplier we get to know you; pen ended questions and active listening help to facilitate that .  We strive to be your best and most trusted financial professional,delivering products and services that will lead you to financial health that will last a lifetime!

Whether our clients need a banking, investment, or insurance product, your Accredited Investment Fiduciary® advisor will analyze this research and present only those investments that are in your best interest.

Financial Planning Services

  • Current Financial Position Analysis

  • Insurance Planning

  • Investment Planning

  • Employee Stock Option Planning
  • Income Tax Planning

  • Retirement Planning

  • Estate Planning

  • College Planning

Investment Management

  • Asset Allocation

  • Diversification

  • Risk Assessment Analysis

  • Comprehensive Money Managers
  • Assessing Investment Tax Consequences

  • Discretionary Portfolio Management

  • Income and Distribution Focused Portfolios

  • Individual Stocks, Bonds, ETF’s and Mutual Funds, Precious Metals, Annuities, amongst many other options

Retirement Planning

  • 401(k) Plans

  • 403(b) Plans

  • Individual(k) Plans

  • Defined Benefit Plans

  • Simple IRA’s
  • SEP IRA’s

  • Profit Sharing Plans

  • Roth IRA’s

  • Traditional IRA’s