Aldriedge Insurance and Financial Services
Office:
972-480-9900
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"Investing is a continuous process; it isn't supposed to be interesting. It's a responsibility."
--- Charles Ellis, As of 2001 he was responsible for overseeing the $10 billion endowment fund at Yale University
If you would like to start a Roth or Traditional IRA, visit with me regarding your existing IRA or retirement account, please complete the form below or call my office for a FREE initial consultation.
I can help you lay out the map for the road to financial freedom.
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We offer the following types of financial services products for your family's financial needs:
Annuities
Fixed Annuities
Indexed Annuities
Retirement Plans
For the small business and self employed:
SIMPLE IRA, SEP, Keogh Plans.
For individuals:
IRA, Roth IRA, 401(k) Rollovers
For businesses with more than 100 employees:
Profit Sharing Plans, Age Weighted
Plans, Stock Option Plans
Business Planning
Key Man Insurance
Buy-Sell agreements
Business Overhead Expense
Cafeteria Plans: Disability, Accident,
Life, Dental
Family Protection Plans
Educational Funding
Mortgage Protection Plans
Income Replacement Plans
Asset Protection Plans
Annuities
Tax Sheltered Annuities, immediate, deferred or indexed annuity.
Long Term Care
Disability and Income Buyout Plans
© 2001 Aldriedge Insurance and Financial Services. All Rights Reserved.