Services at a Glance
We are Cinergy Financial. We’re Strategic. Tactical. Planned.
Investment Management
- Fee-Based / Commission Portfolio Management
- Tax-Efficient Investing
- Alternative Investment Strategies
- Life-Time Income Options
Retirement
Planning
- Distribution / Income Analysis
- Qualified / Non-Qualified Retirement Options
- Pension Plan Analysis
- 401(k) Advice / Rollover
- IRA & Roth IRA’s
Risk Management Strategies
- Life Insurance
- Long-Term Care Insurance
- Medicare / Supplements
- Umbrella Policies
Estate
Conservation
- Living Trusts / Wills
- Health Care Directive
- Power of Attorney
The Tools to Keep Your Financial Life Organized
Document Protection Systems to Organize Your Life’s Most Important Information:
- At-A-Glance Custom Spreadsheets
- Total Transparency
- Easily Monitored
- Proactive
