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.
529 Plans and other College Funding Techniques
General Wealth Accumulation Methods
Investment Portfolio Review
Innovative Investment Strategies
Traditional & Roth IRA's
Qualified Retirement Plan Consulting
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.
Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. BCM and DeLegge Financial Services, LLC are independent of each other. Securities licensed in: CA, IL & WI.