Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. At Renata Jaskiewicz & Mykala Rubey, we provide assistance in the following areas:

Investments

 Bonds
Common Stock
Educational IRA
Brokerage Accounts		 Traditional IRA
Roth IRA
SEP IRA
Simple IRA		 Treasury Bills
Government Securities
Treasury Notes
Variable Annuity

Financial Planning

 Retirement Plans
Tax Plans		 401 (k) Planning
403 (b) Planning
College Plans		 Estate Plans
Money Purchasing Plans
Profit Sharing Plans

Insurance

 Disability Income Insurance Life Insurance

Long Term Care Insurance

Health Insurance