Ronald and Vanessa Overhiser 

CONNECT

Address:

632 Phillips Street
South Haven, MI 49090

Phone:

(269) 637-0222, (800) 933-0381

Fax/Other:

(269) 637-2413

Products and Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

Investments

  • Bonds
  • Common Stock
  • Mutual Funds
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • Reits

Financial Planning

  • Retirement Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance