Products & Services

At Associated Planning Services, Inc., we provide assistance in the following areas:

Investments (offered through Cambridge Investment Research, Inc.)

• Brokerage Accounts
• Advisory Managed Accounts
• Private Managed Accounts
• Bonds
• CDs
• Common Stock
• Fixed and Variable Annuities
• Government Securities
• IRAs
• Roth IRA
• SEP IRA
• Simple IRA
• Traditional IRA
• IRA Rollovers
• Mortgages and Home Loans
• Mutual Funds
• Treasury Bills
• Treasury Notes
• Interest-Bearing Checking Accounts (online)
• Business Banking and Checking Accounts

Financial Planning (provided through CIRA, Inc.) 

• College Plans
• Estate Plans
• Liability Management Plans
• 401(k) Plans
• Profit Sharing Plans
• Retirement Planning
• Wealth Accumulation Plans
• Wealth Transfer Plans

Insurance

• Disability Insurance
• Health Insurance
• Life Insurance
• Long-Term Care Insurance
• Property & Casualty Insurance