How we can help you and your family

Comprehensive Retirement & Investment Programs o Individual Retirement Accounts (IRAs) & Roth IRAs o SEP IRAs o 403(b) o 401(k) o Defined Benefit or Contribution Pension Plans o Tax-deferred fixed annuities o Tax-deferred variable annuities o Mutual funds College Planning o Uniform Transfer to Minors Accounts o Trust Custodial Accounts o 529 Plans o Educational Savings Accounts Insurance Services o HSA - Health Savings Accounts o HRA - For Employers o Health - short-term major medical plans or individual & group plans o Life - 1, 5, 10, 15, 20, 30 year level term, Second-to-Die policies used in conjunction with estate planning o Samaritan Ministries Christian Health Care Newsletter Asset Protection Strategies o Long Term Care o Disability Income o Medicare Supplement o Plan D Debt Consolidation Planning o Individualized debt consolidation planning o Consolidation loan referral Estate Planning Referral* o Charitable remainder trusts o Will preparation o Family limited partnerships o Revocable living trust o Irrevocable living trust o A-B trusts/wills o Insurance trusts o Provisions including: pour-over wills, durable power of attorney, durable power of attorney for health care, living will, testamentary trust for children *Legal services available from Delafield, McGee, Jones & Kauffman, P.C. Moral Wealth Strategies and Delafield, McGee, Jones & Kauffman are separate and unrelated companies. Please keep in mind that neither CFD Investments, Inc. nor its Representatives may offer tax and/or legal advice. Securities offered through CFD Investments, Inc. Other products and services mentioned are not offered through CFD Investments, Inc. Tax Reduction and Planning o Goal attainment planning o Tax reduction planning o Financial Statement preparation referral o IRAs, 401(k), 403(b), Pension Plans o Power of tax deferment