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.