Financial Planning
TRICOR offers a full range of financial services for lifetime financial security. Our staff includes series 6 and 7 investment advisors. We offer a full range of mutual funds and IRA's as well as the ability to purchase individual stocks and bonds.
To take a step towards financial security contact Kevin Stevens or Sara Klaeska at 800-556-5441.
Our Financial Services Include:
- Pension and retirement plans including 401(k), 403(b) and simple plans
- IRAs, rollover IRAs, Roth IRAs, educational IRAs
- Mutual funds
- Annuities
- Tax sheltered annuities
- Financial Planning
- Estate Planning
- Business succession planning
- Mortgage insurance
- Disability income (short and long-term)
Securities offered through ProEquities, Inc., a Registered Broker Dealer and member FINRA and SIPC. Advisory Services offered through Honkamp Krueger Financial Services, Inc., a Registered Investment Advisor. TriCor is independent of ProEquities, Inc.