Broker Check

SharePower advisors provide
expert assistance in the
following areas:

Investments

  • Managed Portfolios
  • Social Research and Advocacy
  • Bonds
  • Check Writing
  • Common Stock
  • Debit Card
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance

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Our Process

YWe create strategies that are tailored to your needs and goals.

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Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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