Broker Check

Our Services

At INPAC Wealth Solutions, we provide professional assistance in the following areas:

Investments

  • Bonds/Municipal Bonds
  • Common Stock
  • Educational IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Variable Annuities
  • Real Estate Investment Trusts
  • Private Equity
  • Alternative Investments
  • 1031 Exchanges – DST’s

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans/Legacy Planning
  • Money Management
  • Profit Sharing Plans
  • Business Succession Planning
  • Social Security Planning

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Insurance
  • Individual Insurance
  • Group Health Insurance
  • Medicare Advantage