At Fermano Investment Management, we provide assistance in the following areas:
Investments
- Common Stock
- Bonds
- Mutual Funds
- ETF's
- MLP's
- UIT's
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Variable Annuities
- Fixed Indexed Annuities
Financial Planning
- Retirement Plans
- 401k Planning
- 403b Planning
- 457b Planning
- College Plans
- Estate Plans
- Money Management
- Money Purchasing Plans
- Profit Sharing Plans
Insurance
- Life Insurance
- Equity Indexed Life Insurance
- Wealth Transfer
- Fixed Annuities
