DeLegge Financial Services is proud to offer you a full array of custom tailored plans. The following list is just a sample of our comprehensive services. We encourage you to contact us for more information and to discuss your particular needs.

• Retirement Planning
  
• 529 Plans and other College Funding Techniques
  
• General Wealth Accumulation Methods
  
• Investment Portfolio Review                  
  
• Innovative Investment Strategies
  
• Estate Preservation
  
• Traditional & Roth IRA's
  
• Business Continuation
  
• Qualified Retirement Plan Consulting
  
• 401K Plans
  
• Profit Sharing Plans
  
• SEP or SIMPLE Plans for Small Businesses
  
• 401K, 403B, 457, and other Pension Plan Rollovers
  
• Stocks, Bonds, Mutual Fund and Money Market Accounts
  
• Exchange Traded Funds (ETF's)
  
• Real Estate Investment Trusts (REIT's)
  
• Charitable Gifting Strategies
  
• All forms of Life Insurance and Annuities
  
• Certificates of Deposits (CD's) and Jumbo CD's
  
• Tax Preparation and Audits (Prepared by a Licensed CPA)
  
• Trusts (Prepared by a Licensed Attorney)
  
• Individual and Corporate Health Insurance​​

* This list is not inclusive of all services provided, however it is meant as a representative sampling of what we can provide for clients.