PRODUCTS & SERVICES
FINANCIAL SERVICES
Our specialist is Financial Advisor David Arnold who has been with the agency since 2006. He works with our clients in the following areas:
- Personal and business life insurance, as well as review checkup for all current policies (regardless of company)
- Retirement income planning
- Traditional and Roth IRA accounts
- 529 College Savings plans
- 401k/IRA rollover
- Small business retirement plan management including 401k, SEP, and SIMPLE IRA plans
- Long Term Care planning
- Disability income planning
- Advisory Services
- Tax-advantaged investment strategies
- Business Succession planning
As your personal situations change (i.e., marriage, birth of a child, or job promotion), so will your life insurance needs. Care should be taken to ensure this product is suitable for your long-term life insurance needs. You should weigh any associated costs before making a purchase. Life insurance has fees and charges associated with it that include costs of insurance that vary with such characteristics of the insured as gender, health and age, and has additional charges for riders that customize a policy to fit your individual needs.
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Disclosure: Securities and Investment Advisory Services offered through Nationwide Securities, LLC., member FINRA, SIPC, and a Registered Investment Advisor. DBA Nationwide Advisory Services, LLC. in AR, CA, FL, IL, NY, TX and WY. Representative of Nationwide Life Insurance Company, affiliated companies. Representatives of Nationwide Securities, LLC may only conduct business with residents of the states in which it is properly licensed and/or registered. Please note that not all of the products and services that may be mentioned are available in every state.