Products & Services
Products & Services
Products:
- Professionally Managed Portfolios
- Non-Traded REITs/BDCs
- Traditional IRAs
- Roth IRAs
- Life Insurance
- Variable Annuities
- Disability Insurance
- Long-Term Care Insurance
- Financial Planning
- Pension Plans
- Deferred Compensation Plans
- Executive Bonus Plans
- Defined Benefit Plans
- 401(k) Plans
- 403(b) Plans
- Profit Sharing Plans
- SEP IRAs
- Simple IRAs
Services:
- We offer complimentary workplace education for your employees on topics such as; retirement income planning, asset allocation, social security, tax diversification, inflation, health care expense planning, education planning and efficient uses of group benefits offered through employer. These workshops are designed as a value add to the current benefits your employees are already receiving.
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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.
Info@LawrydeFreitas.com | (971) 222-3610