Financial advisors help people decide how to manage their money and pursue their financial goals. But financial advice is not one-size-fits-all. Konnect Health and Wealth offers holistic guidance, evaluating your whole financial life. Services include financial planning, investment advisory, retirement planning, college funding, and estate planning.
Investments
Insurance
Financial Planning Services
- Professionally Managed Accounts
- Stocks
- Bonds
- Mutual Funds
- Variable Annuities
- Traditional IRAs
- Roth IRAs
- Real Estate Investment Trusts (REITs)
- Oil and Gas Exploration Limited Partnerships
- SEP IRAs
- SIMPLE IRAs
- Brokerage Accounts
- Money Markets
- Life Insurance
- Disability Income Insurance
- Fixed Annuities
- Portfolio Design
- Investment Advisory Services
- Rollovers
- Retirement Planning
- College Funding
- Estate Planning
- Qualified Plans (i.e. 401K, SIMPLE-IRA, SEP-IRA)
- Charitable Planning
Konnect Health and Wealth does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.