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Service means putting clients first.
Check out some of the products and services we could offer you as part of your comprehensive financial plan.
We can help you execute a comprehensive wealth-management plan using the following products and services:
Services
Comprehensive financial planning or single-issue planning.
Education planning.
Protection planning.
Retirement income planning.
Pension and Social Security maximization strategies.
Estate and legacy Planning.
Legal planning¹.
Tax planning².
Business succession and protection planning.
Workplace benefits planning (incl. retirement plans and small-group benefits).
Education planning.
Protection planning.
Retirement income planning.
Pension and Social Security maximization strategies.
Estate and legacy Planning.
Legal planning¹.
Tax planning².
Business succession and protection planning.
Workplace benefits planning (incl. retirement plans and small-group benefits).
Products & Accumulation
Mutual funds.
Exchange-traded funds.
REITs.
Structured notes.
Stocks.
Bonds.
CDs.
Cash alternatives.
Annuities (variable and fixed).
Exchange-traded funds.
REITs.
Structured notes.
Stocks.
Bonds.
CDs.
Cash alternatives.
Annuities (variable and fixed).
Products & Protection
Life insurance.
Disability insurance.
Long-term care insurance.
Home, auto and umbrella insurances.
Disability insurance.
Long-term care insurance.
Home, auto and umbrella insurances.
© 2023 Bellue & Associates, Inc.
Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor.
Bellue & Associates, Inc. and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov