Services
Comprehensive Services Tailored For Your Needs
At StreamSong Advisors, we offer a full menu of services and products to address the needs of individuals, families and business owners. Our specialized knowledge of accounting, legal issues and risk mitigation positions us to take a truly comprehensive view of your financial picture, and offer in-house services in these areas. We can assist you with:
Investment Management
- Traditional investments (stocks, bonds, mutual funds)
- Alternative investments
- Portfolio design and implementation
Retirement Planning
- Traditional IRAs, Roth IRAs, SEP and Simple IRAs
- 401(k) plans and rollovers
- Profit sharing plans
- Deferred compensation plans
Wealth Planning
- Financial planning
- Estate planning
- Life insurance
- Charitable giving
- Tax planning
- Education planning
- Business transition/succession planning
- Cash flow planning
Our independence allows us to put your interests first, not ours, as we create a financial path for you to follow.
