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Products and Services

“Our clients aren’t jetsetters. They just want a good life.” 

For our clients, financial planning isn’t about yachts.

It’s about taking care of the people and life you love. As part of a custom plan, we’ll outline the products and services needed to help you reach your goals. Whether you’re rolling over a retirement plan or starting a new financial plan from scratch, at Tinker Financial Advisors we’re here to help.

 

SERVICES

Retirement Planning

Retirement Plan Education

Retirement Income Strategies

Individual Retirement Accounts (Traditional & Roth)

Asset Allocation

Insurance Evaluations

Asset Management Services

College Planning

Educational Seminars

 

INVESTMENT PRODUCTS

Stocks

Mutual Funds

Bonds

Exchange Traded Funds

 

INSURANCE

Life Insurance

Annuities

Long-Term Care Insurance