Products and Services

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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