Our Services
Estes Financial Services provides our clients with an investment program based on Nobel Prize winning economics using a broadly diversified asset allocation approach. We work with you to develop an individualized asset allocation strategy that balances your return objectives with your tolerance for investment risk. Our services include:
- Wealth management
- Investor coaching
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Developing retirement plans for individuals and small to medium size businesses
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Creating and implementing tax deferred plans in the workplace, ie. 401k, SIMPLE-PLAN, etc.
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Providing executives with alternatives to the traditional retirement resources or executive compensation plans.
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