SERVICES
Services | Donner’s Financial Services
Donner’s Financial Services, Inc. offers a suite of services designed to provide a comprehensive retirement planning solution. Together with your goals in mind, we’ll develop a plan comprised of these core services which will keep you on the path toward a lasting, comfortable retirement.
Portfolio Management
76% of baby boomers aren’t confident they’ve saved enough for retirement. At Donner’s Financial Services, we don’t want to see anyone losing sleep over their financial security – and with our professional portfolio management strategies, you won’t have to.
Investment planning with a Registered Investment Advisor is the best way to ensure your retirement savings continues to grow and support your goals. Whether your retirement dreams consist of traveling the world or spending quality time with your grandchildren, Donner’s Financial Services, Inc. can get you there.
Insurance Solutions
In retirement, health equals wealth. Unfortunately, health can be unpredictable, potentially depleting savings you had set aside for retirement. Research shows that currently, 55% of retirees are forced to retire early, the majority due to health issues.
This is why insurance is so important, especially as we approach retirement age. Donner’s Financial Services is an independent insurance broker offering a wide range of insurance solutions including long-term care insurance, disability, health, and life insurance to help you keep your nest egg safe even when health complications arise.
SECURITIES TRANSFER AGENTS MEDALLION PROGRAM
IRA Account Types We Plan and Manage:
TRADITIONAL IRA – Putting money away for tomorrow with the benefit of a tax deduction today.
ROTH IRA – The biggest future benefit, all earnings can be tax-free and fund your retirement.
SEP IRA – Typically established at a small business, tax deductible contributions by employees may also be possible with this IRA type.
SIMPLE IRA – Typically simpler and often with less cost than a 401k, this type of IRA is a hit for small businesses and their employees.
Help With These IRA Transactions: Opening, Contributing and Transferring IRAs.
Donner’s Financial Services Inc. is a Registered Investment Advisor. The firm only transacts business in states where it is properly registered, excluded or exempted from registration requirements. Registration as an Investment Advisor does not indicate that the advisor has attained a particular level of skill or ability.
William D. Donner Is an Investment Advisor Representative for Donner’s Financial Services Inc. based In Port St. Lucie, Florida. Donner’s Financial Services Inc. is licensed in Florida under the Florida Financial Regulation Division.
Donner’s Financial Services Inc. is also licensed in Michigan under the Corporation Securities and Commercial License Bureau OF THE STATE OF MICHIGAN.
Donner’s Financial is also Licensed in Michigan and Florida to sell insurance.
The information included herein should not be considered a solicitation or an offer to sell products or Financial Services in any State besides those in which
Donner’s Financial Services Inc. or William D. Donner is properly licensed.
Donner’s Financial Services – Port St. Lucie, Florida
Donner’s Financial Services – Port St. Lucie, Florida 34986