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Our Services

At CTM Financial Advisors, we provide expert assistance in the following areas:

Investments

  • Alternative Investments
  • Bonds
  • Common Stock
  • Rollover IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Traditional IRA
  • Variable Annuities
  • Government Securities

Financial Planning

  • Retirement Plans
  • 401k Planning
  • 403b Planning
  • 529 College Plans
  • Fee Based Asset-Management Programs
  • Profit Sharing Plans
  • Money Purchasing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Insurance
  • Fixed Annuities
  • Fixed-Index Annuities