Mutual Funds* and Annuities
Whether you are just beginning your investments or are ready to ROLL OVER existing assets for retirement, we can help you custom design a portfolio that will meet your investment goals. Looking for a 401-K Plan an IRA , Roth IRA, maybe saving for a child or grandchild’s education or just want to invest your assets on an individual basis, we can custom design a program to meet all of your needs. Not interested in market risk? We have a complete line of top quality Annuity carriers ready to meet any of your investment requirements.
Watch “Jerry’s Story” for a strategy to protect your retirement income against potential volatility in the markets. http://www.lincolnfinancial.com/JerrysStory Click the link to watch a short video and then call me with questions?513-791-8488
* Timothy J Boone is a registered representative of and offers securities through Lincoln Financial Securities Corporation. Member SIPC. Lincoln Financial Securities is a member of the Lincoln Financial Group which is the marketing name for Lincoln National Corporation and its affiliates.Investment & Advisory Services offered through representatives of Lincoln Financial Securities member SPIC. www.spic.org Investments offered to residents of CA, IN, KY, Oh. Advisory services offered to residents of Ohio.T J Boone Insurance/Financial Services is not affiliated with Lincoln Financial Securities.