Our Services

How We Serve You . . .

Anton Financial offers access to a wide range of financial services and strategies to help you effectively and efficiently plan for your retirement and your legacy.

PENSION ANALYSIS

We are specialist in researching and understanding various pension plans. Our knowledge of the complexities of these plans and the options provided to participants, helps us navigate and guide our clients toward a sound retirement strategy.

FINANCIAL PLANNING*

By developing a sound financial plan that encompasses retirement, protection needs, investment strategies and estate planning, we help simplify and consolidate the key components that determine your financial future.

INVESTMENT MANAGEMENT

After developing a thorough understanding of your risk tolerance and specific short- and long-term goals, we work with you to create a customized investment strategy. We then monitor, update and apprise you of portfolio performance and new opportunities as they arise.

 

Investments

 
  • Model Wealth Portfolios *
  • Optimum Market Portfolios *
  • Separately Managed Accounts
  • Alternative Investments
  • Brokerage Accounts
  • Mutual Funds 

 

  • Equities
  • Bonds
  • ETFs and Index Funds
  • Fundamental Index Funds
  • IRAs (Roth, Traditional, SEP, SIMPLE)
  • Education Savings (529s, Coverdell IRAs)
 

Financial Planning

 
  • Comprehensive Financial Plans
  • Modular Plans
 
  • Retirement Plans
 

Insurance

 
  • Long Term Care Insurance
  • Life Insurance
 
  • Disability Insurance
  • Variable Annuities
  • Key person insurance
 
 

 

 

*Financial Planning is offered through LPL Financial