Broker Check

Products & Services

Christopher Smith provides assistance in the following areas:

Investments

  • Corporate Bonds
  • Municipal Bonds
  • Government Bonds
  • Common Stocks
  • 401(k) / IRA Services
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Mutual Funds
  • ETF's
  • Fixed Annuities
  • Variable Annuities
  • Alternative Investments
  • Real Estate Investment Trusts (REIT's) 

Financial Planning

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

Insurance

  • Disability Income Insurance
  • Long Term Care Insurance
  • Term Life Insurance
  • Whole Life Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance