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Retirement Planning

We offer all forms of individual and employer based retirement plans. We help individuals with their IRA's, rollovers and supplemental non-taxable plans. For employee groups, we offer 401(k) and 403(b) Tax Deferred Annuity plans. Basic to our plans is the opportunity to invest in a variety of mutual fund type investments from a wide variety of the major mutual fund companies.

• Analyze current retirement plans and means
• Discuss goals, lifestyle, time line
• Review, analyze resources
• Review, recommend distribution techniques for qualified plans
• Coordinate with estate, investment, insurance, business planning
• Implementation assistance
 

©2004 The Physicians Wealth Management Group (R). All rights reserved.

Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor. NFP Securities, Inc. is not affiliated with The Physicians Wealth Management Group.

NFP Securities, Inc. does not offer tax or legal advice. This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.
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