Investment Products and Services
Gary P. Ruchin, CLU, ChFC, CFP®, AIF®, EA dba Ruchin & Associates, LLC through our Broker/Dealer Commonwealth Financial Network1 offers various investment products and services:
- Mutual Funds
- Stocks
- Bonds
- Variable Products
- Variable Annuities
- Variable Life Insurance
For the Individual:
- IRA Accounts
- Roth IRA Accounts
- 403(b) Plans (ERISA based and non-ERISA based)
For your Business:
- IRA SIMPLE Plans
- SEP Plans
- Profit-Sharing Plans (including Age Weighted and New Comparability Plans)
- Single Person Defined Benefit Plans
- Multiple Employee Defined Benefit Plans
- 401(k) Plans
- Single 401(k)-One Plans
- Retirement Plan review and cost analysis
- Plan take-over options
In addition, Gary P. Ruchin, CLU, ChFC, CFP®, AIF®, EA offers these services:
- Fee based asset management services
- Fee based consulting services
- Portfolio evaluation services