Services Offered

At Cline Financial Group, we provide assistance in the following areas.

Investments offered through National Securities Corporation & National Asset Management:

 
  • Brokerage Accounts
  • Retirement Planning
    • Roth IRA
    • SEP IRA
    • Simple IRA
    • Traditional IRA
    • 401(k) Planning
    • Profit Sharing Plans
  • College Plans
    • Educational IRA
  • Common Stock
  • Bonds
  • Mutual Funds
  • DST's
  • REIT's
  • BDC’s
  • Direct Utilities
  • Variable Annuity
  • Managed Money
 

 

Insurance:

  • Fixed Annuities
  • Disability Income Insurance
  • Life Insurance· Long Term Care Insurance
    • Modified Endowment Contracts

 

Cline Financial Group Facilitates:

  • Estate Plans*
  • Tax Plans*

 

College Financial Aid Planning - Offered Through 123 College

 

* Cline Financial Group, National Securities Corporation do not offer tax and/or legal advice. Please consult your CPA or attorney for advice.