FLOTT FINANCIAL STRATEGIES
Products and Services
Business Needs
Executive Benefits
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Provide Benefits For Key Employees To Attract & Retain Talented People
Retirement Plans
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Simple IRA
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401(k)
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Profit Sharing
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Defined Benefit
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Simplified Employee Pension (SEP) 403B
Business Killers
Avoid The Six Mistakes Business Owners Make
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“I know what my business is worth.”
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“I'm too busy running the company”
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“That'll never happen to me.”
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“There's plenty of time for that.”
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“My business is my retirement”
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“You can't beat Uncle Sam.”
Personal Needs
Wealth Accumulation Strategies
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Traditional & Roth IRA's
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Mutual Funds
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Annuities (Fixed & Variable)
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Education Funding Strategies
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401(k) Rollovers
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Investment Analysis
Personal Needs (No Do-Overs)
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Family Protection
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Life Insurance
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Disability Income Protection
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Long Term Care Insurance
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College 529 Plans
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Medicare
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Social Security Strategies
Estate Planning
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Provide options to preserve and protect your wealth