Investments

• 529 College Savings Plans
• Bonds
• Brokerage Accounts
• CDs
• Common Stocks
• Government Securities
• Mutual Funds
• Real Estate Investment Trusts
• Roth IRAs
• SEP IRAs
• Simple IRAs
• Treasury Bills & Notes
• Traditional IRAs
• Unit Investment  Trusts
• Variable Annuities

Insurance

• Disability Income
• Life Insurance
• Long Term Care

Financial Planning

• 401(k) Plans
• 401(b) Plans
• 419 Plans
• College Funding
• Estate Planning
• Money Management
• Money Purchase Plans
• Profit Sharing Plans
• Retirement Planning
• Section 162 Bonus Plans (Executive Carve-Out Planning)
• Tax Planning Strategies

Please note that neither Kurtz, Connor, Browning & Phillips, LLC (KCBP,LLC)  or Cetera Advisor Networks LLC nor any of its agents or representatives give legal or tax advice. For complete details, consult with your tax advisor or attorney.