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Our Services

At Pohl & Associates, we provide professional assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Variable Annuities
  • Mutual Funds
  • Fixed Annuities
  • Alternative Investments

 

Financial Planning

  • Comprehensive Financial Plan
  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Corporate Planning
 

Insurance

  • Annuities
  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance