Products & Services
At Estrin Asset Management, Inc., we provide assistance in the following areas:
Investments
Brokerage Accounts
Common Stock
Preferred Stock
REITs
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Educational IRA
Treasury Bills
Corporate Bonds
Municipal Bonds
TIPS
CDs
Needs Analysis
College Savings Plans
Income Projections
Capital Needs Analysis
Asset Allocation Review
Employer Sponsored Plans
401(k)
Defined Benefit Plans
Profit Sharing Plans
Group Benefits
Tax Plans
Estate Plans
Charitable Giving
Insurance
Life Insurance
Annuities
Long Term Care Insurance
Disability Income Insurance
Health Insurance
Health Savings Accounts (HSA)
Professional Referrals
Accountants (Small Business Accounting, Representation Before the IRS, Individual Tax Preparation and Planning Business Start Up Counseling)
Mortgage Brokers (Refinance, New home purchases, Home Equity Commercial Loans)
Attorneys (Trusts and Estate Planning, Real Estate, Employment, Corporate, Commercial Litigation, Personal Injury)
Others (Realtor, Plumber, General Contractor, Dentist, Psychologist)