account types

What Accounts Do You Need?

Qualified plans. Non-qualified accounts. IRA's, 401K's, SEPs, Trusts...the jargon can be maddening! What does it all mean, and what should you have?

There are many types of accounts that investors can choose from. Are you saving for retirement, a house, or college? Have you already retired and are wondering what to do next?

What if you have recently sold your business? How do you handle that?

How I can help

I can assist you with determining the best fit of account types for your unique situation. Everyone is different!

Give me a call at 330-526-8037 or schedule a Financial Review by clicking the button below.

schedule

Investment advisory services are offered through Nickelplate Financial, LLC, an investment advisor registered with the State of Ohio. Nickelplate

FInancial, LLC only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure document.

Nickelplate Financial is a Registered Investment Advisor in the State of Ohio.

Ryan Armstrong is an Investment Advisor Representative of Nickelplate Financial, LLC.

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