Products & Plans
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.
INVESTMENTS*
Mutual Funds, Exchange Traded Funds (ETFs), and Closed End Funds
Certificates of Deposit
Stocks, Bonds and Options
Variable and Fixed Annuities
Real Estate Investment Trusts (REITs)
Limited Partnerships
INSURANCE
Disability Insurance
Fixed, Variable, and Term Life Insurance
Health Insurance
Long-Term Health Care Insurance
Buy-Sell Policies including Overhead Expense Protection
Employee Benefits
RETIREMENT PLANS
401(k), 403(b), 457, and Profit Sharing Plans
Individual Retirement Accounts (IRAs) and Roths
Simplified Employee Pension Plans (SEPs), and SIMPLE Retirement Plans
Non-Qualified Deferred Compensation Plans
PLANNING SERVICES
Personal Financial Planning including Tax and Investment Management, Education and Estate Planning, and Asset Preservation
Employee Worksite Financial Education Seminars
Business Planning including Cash Flow, Debt Restructuring, Valuation and Risk Management
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
jkwatkins@focusfinancial.com | 952-997-8950