Our Services
We specialize in retirement plan rollovers to provide current or future retirement. However, we also offer help and assistance with insurance and other investment needs. The advisors at Reinkemeyer and Renkemeyer have the experience and have helped many clients pursue their retirement and other financial goals. Below is a list of the products and services the advisors at Reinkemeyer and Renkemeyer offer access to:
Retirement Planning
- 401K Retirement Plans
- 403b Retirement Plans
- Traditional IRA
- Roth IRA
- Simple IRA
- SEP-IRA
- Direct Rollovers of 401K Plans
Insurance
- Life
- Disability
- Long-term Care
- Medicare Supplement
Wealth Management/Investments
- Mutual Funds
- Variable Annuities
- Fixed Annuities
- Stocks
- Bonds
- ETFs
- REITs
- Managed Accounts
College Planning
- 529 Plan
- Coverdell Education Savings Accounts
- Uniform Gifts to Minors Act
- Uniform Transfers to Minors Act
Estate Planning
Guidance from a competent, experienced advisor can go a long way toward helping make sure your financial success is shared with your family, friends and the charitable organizations you designate, according to your wishes. Although we are unable to draft wills and trusts, we can help guide you through the complex and time consuming estate planning process. We will help you articulate your estate planning goals and we will work closely with tax and legal advisors to ensure your financial plan reflects your estate planning needs. Whether you use a trust or another method for accomplishing your long-term estate planning goals, we can assist you in navigating through today’s complicated tax and estate laws.