Defining Financial Destinations...
I have been in the financial services business in Vermont and Florida since 1977. Our world is changing more rapidly today than at any time in history. Financial Planning is more challenging than ever, especially if you are planning for an event that may not happen for several years, like your child's college education or your Retirement Plan...that 401(k) rollover is important!
Antell + Company Financial Strategies specializes in working with families and businesses to clarify their investment, retirement and insurance needs. If you qualify, we will provide you with your own secure website that will allow you to view from anywhere all of your financial information updated daily and gives you a virtual vault to store all of your important documents.
Because of our independence, we are not bound by proprietary products. We can tailor a variety of financial services and products to your individual needs through our broker/dealer including Real Estate Investment Trusts (REITs), Managed Futures, ETFs, Individual stocks and bonds, and Mutual Funds. We also provide business sponsored retirement plans including 401(k) and Roth 401(k), 403(b), SIMPLE IRA’s and SEP IRA’s.
Because of the very personal nature of this depth of financial and retirement planning, a web site cannot "sell" you on our services... only getting together face to face will do that.
We hope you give us that opportunity.
Jim Antell III, CLU, ChFC, REBC