Our Products / Services-  Investment & Asset Protection Strategies

PERSONAL RETIREMENT PRODUCTS

  • Individual Retirement Accounts (IRAs)
  • Traditional IRAs
  • Roth IRAs
  • Rollover IRAs
  • Annuities- Fixed, Variable & Indexed

BUSINESS RETIREMENT PRODUCTS

  • 401(k) Employer Sponsored Savings Plan
  • Simplified Employee Pensions (SEP-IRA)
  • Savings Incentive Match Plan for Employees (SIMPLE-IRA)
  • Tax-Sheltered Annuities (TSAs) and 403(b) plans
  • Non-qualified Deferred Compensation Plans
  • Non-qualified Accumulation Plans

INSURANCE PRODUCTS

  • Life Insurance
  • Term Life, whole life, Universal Life and Variable Universal Life; individual or Joint Life
  • Health 
  • Long-Term Care
  • Disability incom

(Individual or Group Products)

Real Estate Investment Trusts (REITS)

EDUCATION FUNDING PRODUCTS

  • Education savings accounts
  • 529 Savings Plans
  • Coverdell Education Savings Accounts

WEALTH MANAGEMENT SERVICES

  • Financial plans that provide comprehensive analysis and planning for financial goals, retirement and estate transfer
  • Retirement Plan Rollovers
  • Estate Planning
  • Legacy Planning
  • Charitable giving strategies

FINANCIAL MANAGEMENT SERVICES

  • Setting Goals
  • Creating a savings and investment plan
  • Protecting your financial security
  • Building your net worth
  • Managing wealth
  • Creating an income from your assets

BUSINESS PLANNING

  • Cross Purchase Agreements
  • Executive Compensation
  • Buy/Sell
  • Business Overhead Expense

Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA / SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. De Soto & Company and Cambridge are not affiliated.
Investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by any the financial institution. – Not FDIC / NCUA / NCUSIF Insured – Jesus A.(Jay) Soto, LUTCF is licensed in New Mexico, Texas, Florida, Georgia and Washington states.

D08132018 / A233785

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