Our Financial Services

Because we believe the most important person in this organization is the client, we provide a range of financial services to fit your needs. Jack finds it best to develop a unique approach for each individual in order to use their funds to their best advantage.

To develop a financial plan for your future, it's important for your financial planner to see a complete, 360 degree view of your financial picture, including how your retirement assets are integrated and work with one another. If necessary, we can refer you to tax professionals or attorneys in our network to advise you on specific aspects of your financial plan.

At Teboda and Associates, we offer or can refer you to professionals providing the following services:

• Retirement Planning
• Wealth Accumulation
• Asset Protection
• Tax Planning
• Long Term Care
• Estate Planning
• IRA Legacy Planning
• Trusts
• Life Insurance
• Probate
• Charitable Giving
• Income Planning
• IRA & 401(k) Rollovers
• Medicare Planning

Advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor.  Securities offered through ProEquities, Inc., a Registered Broker-Dealer, Member, FINRA & SIPC.

Teboda and Associates is independent of ProEquities, Inc.