Our Services

At Scalise Financial Advisors, Inc. we provide the following products and services.  Please contact us for further information regarding any of the products or services listed below.

PLANNING

* Investment Planning

* Retirement Planning

* Education Planning - 529 Plans, UTMA/UGMA etc.

* Estate Planning

* Medicaid/Medicare Planning

* 401(k) / 403(b) Plan Administration

RETIREMENT PLANS

* Individual Retirement Accounts (IRA's)

* Roth IRA's

* Simplified Employee Pensions (SEP/IRA's)

* 401(k) Plans

* 403(b) Plans

* Profit Sharing Plans

INVESTMENTS



* Mutual Funds

* Stocks

* Bonds

* Annuities

* Third Party Money Management

 

INSURANCE

* Life

* Disability

* Long Term Care