Services
Areas Covered
How I Work
The are various products, services, and strategies involved in our past, current and future financial lives. While it would be extremely rare to have one individual person or firm implement or organize all these aspects coordination can be very important. This is a big part of my job - integrating everything on our model. These decision are all related as they are all coming from our income and/or assets. Some areas I handle directly and others I help facilitate through outside specialists that have been recommended to me over the years.
Areas I handle directly:
- Disability Income Insurance
- Long Term Care coverage
- Life Insurance
- Annuities
- 529 plans
- Roth IRAs, Traditional IRAs, 401(k)s, other qualified retirement plans
- Managed Investment Portfolios
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
Robert.bockel@tppgllc.com | 773-380-8342