| SERVICES PROVIDED | |
| Financial Analysis & Future Planning |
• Retirement Planning • Analysis of Future Needs • Analysis of Employer Options • Transfer of Lump Sum Distributions • Personal Savings and Investment Plans • College Financial Plan • Career Change Analysis • Income Tax Issues and Analysis • Home Purchase Planning • Pre-Divorce Guidance • Insurance Assessment & Recommendations • Estate Concerns • Financial Seminars |
| Investment Services | • Analysis of Portfolios and Markets • Recommendation of Stocks or Mutual Funds • Bond Investment Strategies • Researching Stock Options • Portfolio Monitoring and Reporting |
| Clients Served | • Families or Singles • Entrepreneurs or Small Business Owners • Corporate Executives and Employees • Non-Profit or Tax-Exempt Organizations |
| * References available upon request. | |
No sales pressure from Insurance,
Stock Broker, or Mutual Fund affiliations.
No charge for initial consultation.
(775) 853-4159 • Reno,
Nevada
© 1999 Kirby Group, Inc.