Our Services

Saltgrass Financial Group offers knowledgeable advice and assistance in the areas of investment and retirement planning for individuals and businesses. Whether you're looking to minimize taxes, finance a child's education, save for retirement or to improve your current portfolio, we are here to assist you.

Your financial consultant will listen to you, determine your needs and work with you to create an investment plan that is tailored to your goals. This is accomplished by first defining your financial goals and taking into consideration your tolerance for risk. With this individualized approach, your financial consultant will help you select the right portfolio of investments from a wide variety of investment choices.

General Services




Individual Investments



  • High Interest Savings Accounts
  • Mutual Funds
  • Fee Based Managed Investment Accounts
  • REIT's (Real Estate Investment Trusts)
  • Fixed Annuities
  • Variable Annuities
  • Seperately Managed Accounts



College Planning



  • Coverdell Education Savings Account (Education IRA)
  • Custodial Accounts (UGMA,UTMA)
  • 529 College Savings Plans



Personal Retirement Accounts



  • Individual Retirement Accounts (IRA's)
  • Traditional IRA
  • Roth IRA
  • Rollover IRA
  • Education/Non-profit Organizations
  • 403(b)Tax-sheltered Accounts
  • ORP Optional Retirement Plans



Business Retirement Plans



  • Business Plans
  • SEP (Simplified Employee Pension Plans)
  • SIMPLE IRA
  • Profit Sharing
  • 401(k) Plans
  • Deferred Compensation Plans
  • Buy/Sell Agreement Funding



Personal Insurance



  • Term Life
  • Whole Life
  • Universal Life
  • Variable Life
  • Health
  • Disablity
  • Long-Term Care



Planning



  • Estate Planning
  • Trust Planning
  • Estate Tax Planning
  • Asset Preservation


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck