At Bruce Rathkamp, we provide knowledgable assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Preferred Stock
  • Mutual Funds
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • Retirement Plans

Financial Planning

  • Retirement Planning
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP/SIMPLE IRA
  • 401 (k) Planning
  • 403 (b) Planning
  • College Funding
  • Estate Planning
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income
  • Life Insurance
  • Long Term Care

Tax Planning*

  • Relocation Tax Issues
  • Individual Tax Preparation and Planning
  • Income, Gift and Estate Tax Returns

*All accounting and tax services are offered independently by Rathkamp Finanacial and not through Voya Financial Advisors, Inc. Neither Voya Financial Advisors nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.