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Our Services

At Handrick Planning, I provide strategies in the following areas:

Investments

  • Actively Managed UMAs & SMAs – Unified Managed Accounts & Separately Managed Accounts
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Fixed & Variable Annuities

Financial Planning

  • Comprehensive Retirement Strategies
  • Comprehensive Family Wealth Transfer Strategies
  • Family Trust Integration Planning
  • Bucket Based Retirement Income Plans
  • Cash Balance Pension Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate & charitable gift planning
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Health Insurance Planning
  • Home, Auto & Umbrella Insurance Planning
  • Cyber Breach Insurance for Business

Mike Handrick does not offer legal or tax advice. Always consult your legal and tax professionals.