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.