Products & Services

At Banyan, Rock & Talent Wealth Strategists, we provide assistance in the following areas:

Investments*

Mutual Funds
Educational IRA
Variable Annuity
Simple IRA.

Brokerage Accounts
Traditional IRA
Roth IRA
SEP IRA

*Securities offered through FSC Securities

Financial Planning

Retirement Plans
401 (k) Planning
403 (b) Planning
College Plans

Estate Plans
Money Purchasing Plans
Profit Sharing Plans

Insurance

Disability Income Insurance
Life Insurance