Our Services

At Newton & Roik Family Wealth Consultants, we provide assistance in the following areas:

INVESTMENTS    
  • Bonds
  • Common Stock
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokered CDs
  • Mutual Funds
  • Annuities
  • Treasury Bills
  • Government Securities
FINANCIAL PLANNING    
  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • Estate Plans
  • College Plans
  • Profit Sharing Plans
INSURANCE    

  • Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance