For Individuals

For Individuals

Speck Financial Services provides full-service financial planning and a collection of financial products through top line companies uniquely coupled to maximize a client’s individual situation. Some of our products and services include:

  • ​Retirement Plans - Roth and Traditional IRA's. With Bond, Balanced, Equity, Growth and Income Mutual Funds and Equity Indexed Annuities. 403 (b), 457 Plans.
  • College 529 plans.
  • Charitable Gifting through Life Insurance & Annuities.
  • Non-Qualified Mutual Funds and Equity Indexed Annuities
  • Life Insurance - Whole, Term, Return of Premium Term, Universal,
    Variable and Indexed Universal Life.
  • Asset Based Long Term Care - Not a "use it or lose it" product
  • Cash Value & Return of Premium Disability Income policies.
  • Immediate guaranteed income annuities.
  • Guaranteed Income Riders.
  • Multi Year guaranteed annuity products.
  • Financial Estate Planning with Life Insurance & Long Term Care.
  • IRA, 401k, Savings & Investment, 403 (b), 457 Plan Rollover & Transfers from former employers and other investment plans.
  • Required Minimum Distribution (RMD) withdrawals and planning from IRA & Qualified retirement plans.
  • Family Beneficiary management and Inheritance planning of received benefits from life insurance and other retirement or savings vehicles.
  • Retitling and Beneficial IRA management and planning on inherited monies.
  • Critical Illness Plans.

For more information regarding the above services, or if you have particular needs or interests in services not listed, please feel free to Contact Us.

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