Wealth Management Services
At Excelsus Capital Management, Inc, we provide guidance in the following areas of wealth management:
Investments
- Bonds
- Cash Management
- Certificates of Deposit
- Common Stock/Equities
- Exchange Traded Funds (ETFs)
- Fixed Income
- Government Securities
- Brokerage Accounts
- Individual Retirement Accounts (IRAs)
- 401(k) Accounts
- Roth IRA
- SEP IRA
- Mutual Funds
- Municipal Bonds
- Treasury Bills
- Treasury Notes
- Variable Annuities
Financial Planning
- Retirement Plans
- Charitable Plans
- Tax Planning
- 401k Planning
- 403b Planning
- IRA Planning
- College Plans
- Estate Plans
- Money Management
- Budgeting
- Money Purchase Plans
- Profit Sharing Plans
Insurance Planning
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
- Liability Insurance
- Individual Health Insurance
- Group Health Insurance
