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Shkedia
Financial Sevices
Amir Mushkat
Financial Services for businesses and families, Foreign Nationals, H1B - L1 and other working visa holders:
Home mortgages, investment (Retirement, high education, Annuities), Financial planning, Life, Health, Long Term Care, Travel and Disability insurance for individuals and groups.
For Individuals and Families:
Investments
- Annuities
- Retirement saving accounts (IRA, Roth)
- Rollover 401(K) and other qualified plans.
- College saving accounts (529 plans).
- General Saving accounts
Mortgages
- Home mortgage for purchase
- Home mortgage for refinancing
- Investment properties mortgages.
- Construction loans
Financial Analysis
- Financial Needs Analysis.
- Debt consolidation
Insurance
- Life Insurance
- Child Protection Insurance
- Mortgage Protection Insurance
- Health Insurance
- Long Term Care Insurance
- Disability Income Protection (Risk)
- International Medical Travel Insurance
For Business
Investments
- Solo 401(K) retirement saving for the self employed
- SEP, 401(K) and other Retirement programs.
- Rollover from 401(K) and otherretirment programs.
Insurance
- Group Short Term Disability
- Group Health Insurance
- Group Long Term Disability
- Group Dental Insurance
- Disability Business Expenses protection.
- Group Life Insurance
- International Medical Travel Insurance.
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