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

Financial Products

  • Mutual Funds
  • Equities
  • Exchange Traded Funds
  • Closed-End Funds
  • Money Market Funds
  • Unit Investment Trusts
Fixed Income Resources

Fixed Income Resources

  • Corporate Bonds
  • Municipal bonds
  • Government and Agency Securities
  • Preferred Securities
  • Brokered Certificates of Deposit (CDs)
Insurance Products

Insurance Products

  • Annuities
  • Life Insurance
  • Disability Insurance
  • Long Term Care
Investment & Advisory Services

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
  • Asset Allocation
  • Concentrated Equity Positions
  • Exercising Stock Options
  • Fixed Income Analysis
  • Margin Accounts
  • Research
  • Portfolio Management
  • Risk Management

Cash Management & Banking Services

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

Alternative Investments

  • Real Estate Investment Trusts
  • Hedge funds
  • Structured CDs
  • 1031 exchanges (TICS)
  • Money Market Funds
  • A variety of other investments
Other Related Topics...

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