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Products & Services

At Premier Financial Management, we help hard working people like you save and invest for the future. Since every client's situation is unique, your goals and investment needs will determine where and how we invest your valuable savings and retirement funds, but here are some of the powerful tools at our disposal:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Strategies
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Planning Strategies
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

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