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Investment Portfolio
Skains Investment Partners
Derek N. Skains
12881 W. Pasadena Ave.
Litchfield Park, AZ 85340
623-925-9980
800-852-0893
With 23 years in the full service investment brokerage business, 5 securities licenses and 3 insurance licenses, I have the knowledge and experience to handle your investment and insurance needs. Some of the areas that I work in are:
* Investments - Stocks, Government Bonds, Municipal Bonds (tax free), Corporate Bonds (strips, fixed rates and step ups), Mutual Funds, ETF's, C.D.'s, and Options. Accounts for Individuals, Trusts, Tax Favored Educational Savings Plans, all types of Retirement Plans including 401(k), Profit Sharing, SIMPLE, ROTH, IRA's and Rollovers. Professionally managed accounts.
* Insurance - **Life Insurance - Term, Universal, Variable Universal, Buy/Sell, 2nd to Die Estate Planning Insurance. **Annuities - Fixed and Variable, **Long Term Care, **Disability
My specialties are Managing Money for clients accounts within their investment objectives and risk tolerances. Designing, fixing, installing and supporting Company Sponsored Retirement Plans. Variable Annuities.
Skainsinvestmentpartners.com ~
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Investment Portfolio
Wasatch Wealth Advisors is a full-service wealth management firm specializing in investment planning, retirement planning, insurance planning and estate planning designed to help our clients accumulate, preserve and transfer their wealth.
Wasatchwealth.com ~
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Financial education and financial advisors working with corporations, the public and schools. Inform and enable individuals to make successful decisions about their monetary future, including, retirement, investments, risk management, estate planning, and tax planning.
Aamisit.com ~
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We help our Texas clients set up innovative, sound financial and investment plans encompassing various tax-savings techniques, and which conform to THEIR objectives...not ours.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We'll show you how to truely diversify your investments by assett types, unlike a typical stock brokerage recommendation., which will reduce your concentration and correllation risks.
We'll also help you execute a sound financial program utilizing the following products and services:
Tax Reduction Strategies for Businesses:
IRA's, Roth IRA's, & IRA Rollovers Buy / Sell Agreements
Investment management Key Man Insurance
Retirement strategies Valuations Acceptable to IRS
Pension & Profit Sharing Plans Business Continuation
Estate conservation Transfer of Assets
Insurance and annuity products Estate Tax Reduction
Non-Traded Real Estate Investment Trusts
Cornettfinancial.com ~
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D.A.C Investment Partners of Janney Montgomery Scott LLC serves each client as an individual, establishing a personalized program tailor fit to their needs. This program serves as a roadmap to each individual client's financial goals and objectives.
Dacinvestmentpartners.com ~
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