Broker Check

 

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Robert L. Chess CFP, CFS, RFP
bob@estatesolutionplanners.com

Marlo Machalinski
marlo@estatesolutionplanners.com

Sandra "Sam" Jordan
sam@estatesolutionplanners.com


(814) 864-0984 / (888) 686-0984

Services Offered

Retirement Planning Strategies

  • Traditional IRAs
  • Rollover IRAs
  • IRA Transfers
  • Simple IRAs
  • Roth IRAs
  • 401k Plans
  • Simplified Employee Pension Plans (SEP)
 

Insurance Strategies

  • Long-Term-Care Insurance
  • Life Insurance
  • Final Expense Insurance
  • Fixed Differed Annuities
  • Immediate Annuities
  • Legacy Insurance Plan
  • Disability Insurance
  • Medicare Supplements
  • Med Advantage Plans
  • Health Plans
  • Key Man Insurance
  • Buy-Sell Plans

Investment Planning Strategies

  • Mutual Funds
  • Stocks
  • Brokerage Accounts
  • Variable Annuities
  • Business Development Corporations*
  • Real Estate Investment Trusts (REIT)*
  • Estate Plans
  • Tax-Efficient Plans
  • Financial Planning Strategies
  • College Savings Plans

* For accredited investors

 

Attorney (in house)**

  • Wills
  • Living Trusts
  • Irrevocable Trusts
  • Power of Attorney
  • Living Wills

**Attorney is not a securities licensed individual. Investacorp, Inc. and its affiliates have no ownership interest wth the attorney and are neither responsible nor liable for any of his advice or the result of that advice. Investacorp, Inc. and its affiliates are seperate and unrelated to attorney.