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

Find an Advisor

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Getting Started

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