The Watkins Team will work with you to deliver the financial services you need, from choosing a specific investment product to developing a comprehensive financial plan. Our clients include employees, business owners, executives, retirees, corporations and other organizations who value our depth and range of experience, as well as the freedom to choose from widely available, nonproprietary products. Our independent status allows us to offer you a wide range of competitive products for your particular needs.
Mutual Funds, Exchange Traded Funds (ETFs), and Closed End FundsCertificates of DepositStocks, Bonds and OptionsVariable and Fixed AnnuitiesReal Estate Investment Trusts (REITs)Limited Partnerships
Disability InsuranceFixed, Variable, and Term Life InsuranceHealth InsuranceLong-Term Health Care InsuranceBuy-Sell Policies including Overhead Expense ProtectionEmployee Benefits
401(k), 403(b), 457, and Profit Sharing PlansIndividual Retirement Accounts (IRAs) and RothsSimplified Employee Pension Plans (SEPs), and SIMPLE Retirement PlansNon-Qualified Deferred Compensation Plans
Personal Financial Planning including Tax and Investment Management, Education and Estate Planning, and Asset PreservationEmployee Worksite Financial Education SeminarsBusiness Planning including Cash Flow, Debt Restructuring, Valuation and Risk Management
INVESTMENT PRODUCTS: NOT FEDERALLY INSURED • NO FINANCIAL INSTITUTION GUARANTEE • MAY LOSE VALUE
*Securities offered through Royal Alliance Associates, Inc. Member FINRA and SIPC.
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