What We Do
At Envoy Wealth Management LLC, we provide expert assistance in the following areas:
Investments
- Stocks & Bonds
- Mutual Funds & ETF's
- Annuities (Fixed, Variable, and Indexed)
- Brokerage Accounts
- IRA's (Traditional, Roth, SEP, Simple)
- Alternative Investments (Real Estate Investment Trusts & Business Development Corporations)
- Coverdell Education Savings
- Treasury Bills & Notes
- Government Securities
- Check Writing & Debit Card Privilages
Financial Planning
- Comprehensive Personal Financial Planning
- Retirement Plans
- Tax Plans
- 401k & 403b Planning
- College Plans (529's, etc.)
- Estate Plans
- Money Management
- Money Purchasing Plans
- Profit Sharing Plans
- Cash Balance Plans
- Defined Benefit Plans
- Defined Contribution Plans
Insurance
- Disability Income Insurance
- Life Insurance (Term & Permanent)
- Long Term Care Insurance
- Individual Health Insurance
- Group Health Insurance
- Executive Bonus Solutions
- Key Man Insurance
- Buy/Sell Agreements (via Fixed/Permanent Insurance)
- Charitable Endowments