Targeted Retirement Strategies, LLC

CONNECT

Address:

145 Gleneagles Road
Campobello, SC 40014

Phone:

502-241-0985

Our Services & Products

FEE BASED SERVICES

 

  • Financial Planning
    • Retirement Income  
    • Protection
    • Estate
    • College Funding
    •  Asset Allocation/Risk Management
  • Investments
    • Mutual Funds*
    • Exchange Traded Funds*
    • Seperately Managed Accounts*

INSURANCE

  • Life Insurance
    • Term Life
    • Whole Life
    • Universal Life
    • Variable Universal Life*
    • Survivorship Life
  • Disability Income Insurance
  • Long Term Care Insurance

INVESTMENTS

 

  • Brokerage Accounts*
  • Mutual Funds*
  • Annuities
    • Fixed
    • Index
    • Immediate
    • Variable*
  • Listed Real Estate Investment Trusts*
  • Unit Investment Trusts*
  • 529 College Savings Plans*
  • 1031 Property Exchanges*
  • Retirement Accounts
    •      Individual Retirement Accounts- IRA's & Roth IRA's*
    •      Employer Sonsored Plans
      •  401(k) Plans*
      • Profit Sharing Plans*
      • Money Purchase Plans*
      • Simple IRA's*
      • SEP-IRA's*
      • Defined Benefit Plans*
      • 403(b) Plans*
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck