PRODUCTS
At Jensen Anderson Wealth Management, LLC, we provide assistance in the following areas:
Investments
- Stocks
- Bonds (Corporate & Municipal)
- Exchange Traded Funds (ETF)
- Mutual Funds
- Access to Managed Account Portfolios (Fee based account)
- REITS
- Unit Investment Trusts (UIT)
- Variable Annuities
Insurance
- Life Insurance
- Disability Income Insurance
- Long Term Care Insurance
Employer Sponsored Retirement Plans
- 401k plans
- SEP Plans
- SIMPLE Plans
- 412i Plans
- Deferred Compensation Plans
- Defined Benefit Plans
Business Insurance
- Key Person Insurance
- Buy/Sell Life and Disability Income Insurance
- Business Overhead Expense Insurance
- Employee Benefits
- Company Owned Life