Services
Services
How We Work
Our firm specializes in helping individuals develop sound 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 educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Investment Accounts
Retirement Plan Rollover Accounts: (401(k), 403(b), 457, PSERS, TIAA, & TSP pans
Traditional Investments – Stocks, Bonds, Mutual Funds, ETFs, and Annuity Strategies
Lifetime Income Annuities (for one person or person and spouse)
500+ Money Manager (aka Fund Strategist) Portfolios
Socially Responsible Investments
Faith-Based Investments
Advisor or Self-Directed Accounts
IRAs, Roth IRAs, and 529 College Savings Plan Accounts
Trust Administration - Services offered through Premier Trust
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.
tom@conwayfin.com | (412) 409-2905