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The Watkins Team will work with you to deliver the financial services you need, from choosing a specific investment product to developing a comprehensive financial plan. Our clients include employees, business owners, executives, retirees, corporations and other organizations who value our depth and range of experience, as well as the freedom to choose from widely available, nonproprietary products. Our independent status allows us to offer you a wide range of competitive products for your particular needs.

INVESTMENTS*

Mutual Funds, Exchange Traded Funds (ETFs), and Closed End Funds
Certificates of Deposit
Stocks, Bonds and Options
Variable and Fixed Annuities
Real Estate Investment Trusts (REITs)
Limited Partnerships
INSURANCE

Disability Insurance
Fixed, Variable, and Term Life Insurance
Health Insurance
Long-Term Health Care Insurance
Buy-Sell Policies including Overhead Expense Protection
Employee Benefits
RETIREMENT PLANS

401(k), 403(b), 457, and Profit Sharing Plans
Individual Retirement Accounts (IRAs) and Roths
Simplified Employee Pension Plans (SEPs), and SIMPLE Retirement Plans
Non-Qualified Deferred Compensation Plans
PLANNING SERVICES

Personal Financial Planning including Tax and Investment Management, Education and Estate Planning, and Asset Preservation
Employee Worksite Financial Education Seminars
Business Planning including Cash Flow, Debt Restructuring, Valuation and Risk Management
 

INVESTMENT PRODUCTS: NOT FEDERALLY INSURED • NO FINANCIAL INSTITUTION GUARANTEE • MAY LOSE VALUE

*Securities offered through Royal Alliance Associates, Inc.  Member FINRA and SIPC.


 
 
 
Important Consumer Information | Privacy Statement | State Registrations 

Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Focus Financial Network, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc. The Watkins Team is a marketing designation.

This communications is strictly intended for individuals residing in the states of AK, AZ, CA, FL, IA, MD, ME, MN, MO, NC, ND, NJ, NY, OH, TN, TX, VA, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Royal Alliance does not offer tax or legal advice. All other listed entities are not affiliated.

Please note: This information is strictly provided as a courtesy. When you link to any of the provided websites within this website, you are leaving this website. We make no representation to the completeness or accuracy of information provided at these websites.
 


Check the background of this financial professional on FINRA's BrokerCheck.