Products & Services
Best-in-class solutions for all of your needs
Nationwide Planning Associates offers a broad, diverse product lineup to help you plan for your future. We take the time to become acquainted with the details of your financial picture so we can build a portfolio designed to help you achieve your financial goals. Here is a basic overview of our product and service lineup:
- Financial Products
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Financial Products
- Mutual Funds
- Equities
- Exchange Traded Funds
- Closed-End Funds
- Money Market Funds
- Unit Investment Trusts
- Fixed Income Resources
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Fixed Income Resources
- Corporate Bonds
- Municipal bonds
- Government and Agency Securities
- Preferred Securities
- Brokered Certificates of Deposit (CDs)
- Insurance Products
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Insurance Products
- Annuities
- Life Insurance
- Disability Insurance
- Long Term Care
- Investment & Advisory Services
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Investment & Advisory Services
- Financial Planning
- College Planning
- Estate Planning
- Trust Services
- Charitable Endowment Fund
- Retirement Planning
- Retirement Accounts:
(IRA, SEP, ROTH, SIMPLE, 401K, 403B, Defined Benefit)
- Tax Planning
- Managed Accounts
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- Asset Allocation
- Concentrated Equity Positions
- Exercising Stock Options
- Fixed Income Analysis
- Margin Accounts
- Research
- Portfolio Management
- Risk Management
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- Cash Management & Banking Services
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Cash Management and Banking Services
- Three levels of check writing privileges for non-qualified accounts
- Check writing privileges for qualified accounts
- Mastercard Debit Card
- Ability to link bank accounts with brokerage accounts
- Access to both margin and non-margin credit at competitive interest rates
- Online access to accounts
- Alternative Investments
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Alternative Investments
- Real Estate Investment Trusts
- Hedge funds
- Structured CDs
- 1031 exchanges (TICS)
- Money Market Funds
- A variety of other investments
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