SERVICES


Advice & Planning

Current Investment Management
Family Financial Security
Retirement Income Planning
College Funding
Asset Transfer / Estate Planning

 Trust Asset Management
Stock Option Conversion
Business Transfer-Buy / Sell
401(k) and Retirement Plans
Legacy, Gift and Charity Plans

Investments

Stocks, Mutual Funds, Indexes
Exchange Traded Funds
Unit Investment Trusts
IRA, Stretch IRA and Roth IRA
Oil and Gas

 CHOICE Portfolio Models
Rules-Based Investment Models
Principal Protected Notes
401(k) Plan Rollovers

Insurance

Life Insurance: Fixed, Variable, Indexed and Term
Annuities: Fixed, Variable, Indexed for Life or Term Certain
Health Insurance: Individual, Group and Accident
Long Term Care, Home Health Care and Nursing Care
Risk Management for Personal and Business Liability

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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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