SERVICES







Individual Services: 
Alternative Investments, Equities, Mutual Funds, Stocks, Options, Fixed Income, Corporate & Municipal Bonds, Agency, Securities, Rollover IRA's, Roth IRA's, Simple IRA's, Stretch IRA's, Traditional IRA's, Trusteed IRA's 		Business Services:
Business Succession Planning, Deferred Compensation Plans, Retirement and 401(k), Stock Options Plans, Business Retirement Accounts, Non-Qualified Deferred, Compensation





Advice & Planning: 
Employee Stock Option Analysis, Financial Plans, Monthly and Quarterly Consolidated Statements, Model Portfolios, Retirement Distribution Analysis, Retirement Savings Analysis		 Investments: 
Institutional Trading, Private Placements, Annuities (Fixed and Variable), 529 Accounts, Universal Life (Fixed and Variable), Investment Banking Services




Estate Planning: 
Charitable Gift Services, Charitable Lead Trusts, Charitable Remainder Trusts, Family Foundation Services, Health Insurance (Group and Individual), Insurance Planning, Life Insurance, Long-Term Care Insurance, Planned Giving Services, Wealth Transfer Strategies
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CHOICE Investments, Inc, member FINRA / SIPC and CHOICE Advisory Group, Inc, a registered investment advisor- are wholly owned subsidiaries of CHOICE Asset Management, Inc. Securities may be offered through CHOICE Investments, Inc.
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