Financial Services

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.



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
  • 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.

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