Products & Services
One-stop advantage for all your clients and members needs
Nationwide Planning Associates offers an extensive product lineup to help your clients and members plan and invest for their future. We do not have proprietary products, nor do our financial advisors have goals and push products and services. They become acquainted with their current situation so they can make recommendations on the appropriate solutions and services that will help them best meet their 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
- Asset Allocation
- Research
- Portfolio Management
- Risk Management
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- Cash Management & Banking Services
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Cash Management and Banking Services
- Online access to accounts
- Check writing privileges for qualified accounts
- Mastercard Debit Card
- Three levels of check writing privileges for non-qualified accounts
- Ability to link bank accounts with brokerage accounts
- Access to both margin and non-margin credit at competitive interest rates
- Alternative Investments
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Alternative Investments
- Real Estate Investment Trusts (REITS)
- Hedge Funds
- Structured CDs
- 1031 Exchanges (TICS)
- Money Market Funds
- A variety of other investments
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