At Baize Financial Concepts, we provide assistance in the following areas:

Investments

  • Bonds
  • Brokerage Accounts
  • Common Stock
  • Educational IRA
  • Government Securities
  • ROTH IRA
  • SEP IRA
  • Simple IRA
  • Traditional IRA
  • Treasury Bills
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • 401 (k) Planning
  • 403 (b) Planning
  • College Funding
  • Estate Planning Strategies
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Retirement Plans
  • Tax Planning Strategies

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Medicare Supplement