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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