Jeffrey Bingham, CFP®, CLU®, CASL®

Jeffrey Bingham, CFP®, CLU®, CASL®

http://www.holisticfinancial.services 610-655-5140 jeffrey@holisticfinancial.services

Products & Services

Investments

Bonds
Stocks
Mutual Funds
Exchange Traded Funds
Coverdell ESA
Traditional IRA
Roth IRA

SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity

Financial Strategies

Retirement Plans
Tax Strategies
401(k) Planning
403(b) Planning
College Planning

Estate Planning
Money Purchasing Plans
Profit Sharing Plans
Cash Flow and Budgeting
Protection Strategies

Insurance

Disability Income Insurance
Life Insurance
Long-Term-Care Insurance

Business Planning

Exit Planning
Succession Planning
Executive Compensation Planning

Buy-Planning
Executive Bonus
Group Health and Life Plans

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