Other Practice Areas
Other Practice Areas
RETIREMENT / EDUCATION PLANNING
Traditional IRA
Roth IRA
SEP Plans
SIMPLE Plans
401(a)
457(b)
Roth 403(b) And 457(b)
Owner 401(k) And Roth 401(k)
403(b)
403(b)(7) Plans
Pension/Profit-sharing
Coverdell Education Savings Accounts
529 Plans
INVESTMENT PLANNING
Asset Allocation
Traditional Brokerage
Establish And Monitor Tolerance For Risk
Monitor Online And Local Bank Interest Rates
To Make Sure We Are Maximizing Interest On Cash
Customized Access For Each Client To Portals
Behavior And Emotional Management Of Investments
Communication Plan For Downturn In Markets
INVESTMENT ADVISORY PROGRAMS
Professionally Managed Portfolios
Institutional Money Managers
Separately Managed Accounts
EQUITY INVESTMENTS
Stocks
Mutual Funds (Growth-oriented)
Asset Allocation Funds
Sector Funds
Unit Investment Trusts (Growth-Oriented)
Alternative Investments
Structured Products
FIXED INCOME INVESTMENTS
Mutual Funds (Income-Oriented)
Unit Investment Trusts (Income-oriented)
Corporate, Municipal And Government Bonds
Money Markets
Certificates Of Deposit
ANNUITIES
Fixed (Single Flexible And Immediate)
Variable Annuities (Immediate And Flexible Payment)
Group Annuities (Qualified Retirement Plans)
Equity-Indexed Annuities
RISK MANAGEMENT
Life Insurance
Annual Renewable Term
Level Term — 10-, 15- And 20-year
Whole Life
Universal Life
Variable Universal Life
Survivorship Variable Universal Life
Survivorship Universal Life
Equity-indexed Universal Life
BUSINESS CONTINUATION PROGRAMS
Key Person Coverage
Buy-sell Agreements
Succession Planning
Business Overhead Expense
Disability Buyout
Employee Stock Ownership Plans (ESOP)
GROUP HEALTH AND LIFE INSURANCE DISABILITY AND LONG-TERM INSURANCE
Individual Disability Income Insurance
Group Long-term And Short-term Disability Income Insurance
Employer-sponsored Individual Long-term Care Insurance
Individual And Group Long-term Care Insurance
Business Overhead Expense
Disability Buyout Protection
FINANCIAL PLANNING
Fee-based Financial Planning
Equity Compensation (Stock Option) Analysis
Goal Planning
Personal Financial Plans
EXECUTIVE BENEFITS
Bonus Plans
Deferred-compensation Plans
Split-dollar Plans
ESTATE PLANNING STRATEGIES
Legacy Planning
Beneficiary Review
Succession Planning
Planning For Surviving Family Members
CUSTOM GOAL PLANNING
Education Planning Ideas (529 Planning)
Student Loan Debt Planning
Equity Compensation For Executives
Sudden Wealth Planning For Inheritance
Planning For Divorce
RETIREMENT / EDUCATION PLANNING
Traditional IRA
Roth IRA
SEP Plans
SIMPLE Plans
401(a)
457(b)
Roth 403(b) And 457(b)
Owner 401(k) And Roth 401(k)
403(b)
403(b)(7) Plans
Pension/Profit-sharing
Coverdell Education Savings Accounts
529 Plans
INVESTMENT PLANNING
Asset Allocation
Traditional Brokerage
Establish And Monitor Tolerance For Risk
Monitor Online And Local Bank Interest Rates
To Make Sure We Are Maximizing Interest On Cash
Customized Access For Each Client To Portals
Behavior And Emotional Management Of Investments
Communication Plan For Downturn In Markets
INVESTMENT ADVISORY PROGRAMS
Professionally Managed Portfolios
Institutional Money Managers
Separately Managed Accounts
EQUITY INVESTMENTS
Stocks
Mutual Funds (Growth-oriented)
Asset Allocation Funds
Sector Funds
Unit Investment Trusts (Growth-Oriented)
Alternative Investments
Structured Products
FIXED INCOME INVESTMENTS
Mutual Funds (Income-Oriented)
Unit Investment Trusts (Income-oriented)
Corporate, Municipal And Government Bonds
Money Markets
Certificates Of Deposit
ANNUITIES
Fixed (Single Flexible And Immediate)
Variable Annuities (Immediate And Flexible Payment)
Group Annuities (Qualified Retirement Plans)
Equity-Indexed Annuities
RISK MANAGEMENT
Life Insurance
Annual Renewable Term
Level Term — 10-, 15- And 20-year
Whole Life
Universal Life
Variable Universal Life
Survivorship Variable Universal Life
Survivorship Universal Life
Equity-indexed Universal Life
BUSINESS CONTINUATION PROGRAMS
Key Person Coverage
Buy-sell Agreements
Succession Planning
Business Overhead Expense
Disability Buyout
Employee Stock Ownership Plans (ESOP)
GROUP HEALTH AND LIFE INSURANCE DISABILITY AND LONG-TERM INSURANCE
Individual Disability Income Insurance
Group Long-term And Short-term Disability Income Insurance
Employer-sponsored Individual Long-term Care Insurance
Individual And Group Long-term Care Insurance
Business Overhead Expense
Disability Buyout Protection
FINANCIAL PLANNING
Fee-based Financial Planning
Equity Compensation (Stock Option) Analysis
Goal Planning
Personal Financial Plans
EXECUTIVE BENEFITS
Bonus Plans
Deferred-compensation Plans
Split-dollar Plans
ESTATE PLANNING STRATEGIES
Legacy Planning
Beneficiary Review
Succession Planning
Planning For Surviving Family Members
CUSTOM GOAL PLANNING
Education Planning Ideas (529 Planning)
Student Loan Debt Planning
Equity Compensation For Executives
Sudden Wealth Planning For Inheritance
Planning For Divorce
Optura Advisors is a Registered Investment Advisor. The website is published for residents of the United States and the firm transacts business in states in which it is either registered or qualifies for an exemption from registration requirements. The content on this website is limited to general information pertaining to Optura Advisors advisory services, together with access to additional investment-related information and links. Accordingly, the publication of this website by Optura Advisors should not be construed as an attempt or effort to offer personalized investment advice over the Internet or a solicitation or offer to effect transactions in securities. Any subsequent contact with Optura Advisors will be conducted by a representative of the firm that is registered or qualifies for an exemption in the state where the prospective client resides.
Investments reside at an independent custodial institution. Clients maintain free and clear ownership of portfolio assets at all times.
© 2024 OPTURA ADVISORS
Optura Advisors is a Registered Investment Advisor. The website is published for residents of the United States and the firm transacts business in states in which it is either registered or qualifies for an exemption from registration requirements. The content on this website is limited to general information pertaining to Optura Advisors advisory services, together with access to additional investment-related information and links. Accordingly, the publication of this website by Optura Advisors should not be construed as an attempt or effort to offer personalized investment advice over the Internet or a solicitation or offer to effect transactions in securities. Any subsequent contact with Optura Advisors will be conducted by a representative of the firm that is registered or qualifies for an exemption in the state where the prospective client resides.
Investments reside at an independent custodial institution. Clients maintain free and clear ownership of portfolio assets at all times.