Broker Check

2916 East Morgan Avenue
Evansville, IN 47711

Friend Financial

(812) 437-4649

 

Financial Programs & Services We Offer

We provide assistance in the following areas:

Investments

  • Managed Accounts (Third-Party Managers)
  • Common Stock
  • Bonds
  • Traditional IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Roth IRA
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

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

Tax Planning

  • Relocation Tax Issues
  • State Tax Return Preparation
  • Representation Before the IRS
  • Tax Return Preparation
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns