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Our Services

Regardless of your stage in life, your income or your goals, we believe you need a plan to help you accurately manage your finances. Short-term goals, long-term aspirations, daily expenses and insurance all come into play. How do you get it all under control? At Pontem Financial, our team focuses on investments, insurance, and comprehensive financial planning. Whether you have one simple need or would like an overall evaluation, we can help.

Call ustoday to discuss the products and services that may be available to you, and we can help you start down the path to financial independence.

Investments

  • Mutual Funds
  • 529 College Savings Plans
  • Variable Annuities

Financial Planning Services

  • Financial Profile
  • Financial Independence (Retirement)
  • Survivor Income Needs
  • Education Funding
  • Estate Review
  • Asset Allocation
  • Tax Planning
  • Goal Funding
  • Disability Income
  • Long-Term Care
  • Investment Planning Services
  • Estate Planning Strategies
  • Business Planning Strategies

Fee-Based Asset Allocation Programs

  • Managed Allocation Portfolios
  • Strategic Portfolio Allocation

Insurance

  • Fixed/Immediate Annuities
  • Life Insurance
  • Long Term Care and Medicare Supplement
  • Disability, Health and Dental Plans
  • Individual, Business and Group Products

Individual and Business Retirement Plans

  • Traditional and Roth IRA
  • IRA Rollover
  • 401(k) Plans
  • 457 Plans
  • 403(b)/TSA Plans
  • Exclusive(k)® Plans
  • Keogh Plans
  • Money Purchase Plans
  • Profit Sharing Plans
  • Payroll Deduction IRA Plans
  • SIMPLE IRA
  • SEP (Simplified Employee Pension Plans)
  • Defined Benefit Plans
  • Governmental Employee Plans


We also offer seminars and workshops on many of the services listed above.


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