At Platte Valley Investment Center, Inc., through Raymond James Financial Services, Inc., we make available a wide variety of investment products that can potentially help you with your financial goals, find ways to save money on your taxes, and help you prepare for your retirement.
- Retirement and Estate Planning
- Retirement Plan Rollovers
- Investments Suitable for Retirees
- Mutual Funds, Annuities, Stocks & Bonds
Consider also...
529 College Savings Plan
Call me today to discover how this plan might benefit YOU!
It makes savings for college simple. You can potentially receive tax benefits when contributing to the college savings plan such as:
- Tax Deduction
- Allowed to gift a significant amount in one year without incurring gift tax
- Account grows tax deferred
Open an account for a child or grandchild today! There is no greater gift than the gift of education.