Products & Services
At Slocum Wealth Management™, we provide assistance in the following areas:
Investments
- Bonds
- Common Stock
- Educational IRA
- Managed Accounts
- Institutional Investments
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuity
Financial Planning
- Retirement Plans
- Tax Plans
- 401(k) Planning
- 403(b) Planning
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
- Comprehensive Financial Plans
Insurance
- Long Term Care Insurance
- Life Insurance