Services

How We Work

Our firm specializes in helping individuals develop personalized retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We work to educate our clients about financial concepts and products, and we try to take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and we find one of the biggest concerns for many is outliving their money. Along with planning, we focus on money management, as well as other issues that are critical to your financial well being.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes


Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


***Neither 4P Wealth Trust, a Member of Advisory Services Network, LLC nor Advisory Services Network, LLC provides tax advice. The tax information contained herein is general and is not exhaustive by nature. Federal and state laws are complex and constantly changing. You should always consult your own legal or tax professional for information concerning your individual situation. 

Insurance Planning

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance


***Neither 4P Wealth Trust, a Member of Advisory Services Network, LLC nor Advisory Services Network, LLC are licensed insurance agents. The information contained here is for educational purposes only and do not endorse a specific recommendation.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jaylonellison@bellsouth.net | 256-591-0939