Services


Successful Resource Management can help you with a variety of financial planning and investment management needs. We take a consultative, service-oriented approach and are dedicated to following the Golden Rule.

Services include:

  • Portfolio Management Analysis (fee based)
  • Money Management (fee based) 
  • Retirement Planning (fee based)
  • Estate Planning 
  • Financial Strategies (fee based) 
  • Tax Planning 
  • College Funding
  • 401(k), 403(b) or 457 Planning (fee based) 
  • Money Purchase Plans
  • Limited Partnerships
  • Profit Sharing Plans

Investment solutions include:

  • Variable Annuities
  • Fixed Annuities 
  • Variable Universal Life Insurance
  • SEP IRA
  • Simple IRA
  • Education IRA
  • Roth IRA 
  • Common Stock
  • Convertible Bonds
  • Corporate Bonds
  • Mutual Funds
  • Asset Management (fee based)

Insurance solutions include:

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

 
Learn about Our Approach now.

                                
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