Brickler Investment Services, Inc.
Our Services-Comp
Hourly consultation rate: $150 per hour charged by the half hour
Ongoing Consulting/Retainer - $50 per month
Commission based compensation depending on investment type.
Our Services Include:
Investment Solutions:
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Mutual Funds
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Variable Annuities, Fixed/Index Annuities
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Alternative Investments
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IRA's, ROTH IRA's, 529 Plans, etc.
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401k and Retirement Plan Rollovers
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IRA Rollovers
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Tax Advantaged Programs
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Investing for Income
Tax Services:
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Personal Tax Return Preparation and Small Corporate Returns
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Research and Tax Opinion
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IRS Notice Response
Retirement
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Personal Financial Reports
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Retirement Income Planning and projections
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Net Worth Statements
Ancillary Services:
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2nd opinions on investment advice you've received
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Life Insurance
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Long Term Care/Health/Medicare Supplement - Strategic Partner - Joe Varabkanich http://www.cannarozziagency.com/
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Social Security Choices
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Ramsey debt reduction strategies.