Products & Services

At Financial Advisory Institute LLC, we provide assistance in the following areas:

Investments

  • Equities
  • Bonds
  • ETF’s
  • Mutual Funds
  • Annuities
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Defined Benefit Plans
  • Treasury Bills
  • Government Securities
  • Municipal Bonds
  • Corporate Bonds
  • Preferred Stock

Financial Planning

  • Retirement Planning & Income Analysis
  • Estate Planning
  • 401 (k) Advice and Investment Rebalancing
  • 529 College Plans & Scholarship Guidance

Insurance

  • Life Insurance
  • Fixed and Variable Annuities

Tax , Estate and Business Planning

  • Referrals to Qualified CPA’s and Tax Planning Attorneys
  • New Business Start-up Advice
  • Advice and referrals on Personal real estate and investment properties