Our Tools & Services

Schulmerich & Associates offers many different investment vehicles for you to choose from based on your investment style.

At our firm, we provide expert assistance in the following areas:

INVESTMENTS

-Bonds

-Common Stock

-401 (k) Plans

-Individual 401 (k)

-529 (c) Plans

-Brokerage Accounts

-Government Securities

-Roth IRA

-Simple IRA

-SEP IRA

-SARSEP

-1031 Exchanges

-Pension Profit Sharing Plans

-401(k) Rollover

-Treasury Bills

-Traditional IRA

-Treasury Notes

-College Savings Acct.

INSURANCE

-Disability Income

-Life Insurance

-Long Term Care

-Health Insurance

-Dental Insurance

-MSA Accounts

FINANCIAL PLANNING

-College Plans

-Estate Plans

-Money Management

-Comprehensive Financial Planning

-Retirement Plans

-Tax Plans

-401 (k) Planning

-403 (b) Planning

Most of our accounts are held at TD Ameritrade Institutional Services where they are managed on a fee basis.