Plan B Investments, Inc.

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888-511-4611

Plan B Investments, Inc.
  • Home
  • About Us
  • Services
  • Disclosures
  • Contact Us

Services

Financial Planning

Financial Planning

Financial Planning

The definition of Financial Planning is very broad. 


It could mean something as simple as 

preparing a budget, a home purchase, 

estate planning, funding a college education 

or as complicated as selling your stock 

in a privately held company.


Regardless of the level of complexity, 

it's important to maintain an ongoing involvement 

in the process of planning your financial future.


Simply put, that is what Financial Planning is all about. Being prepared for all of life's turn of events 

while working toward one's goals.


Retirement Plans

Financial Planning

Financial Planning


INDIVIDUAL


  • IRA
  • Roth IRA
  • Solo 401K
  • SEP


EMPLOYER


  • 401K Profit Sharing Plan
  • Defined Benefit 
  • Cash Balance
  • SIMPLE

LIFE INSURANCE

Real Estate IRA

Real Estate IRA

The only reason to have life insurance 

is to prevent an economic loss

such as dependents and financial obligations.


"People at work or money at work, period."

Real Estate IRA

Real Estate IRA

Real Estate IRA

Perhaps you have heard of using stocks, commodities or even gold for your IRA investment...

Did you know that you can also include real estate?


You can take advantage of owning property 

and use your own IRA to fund it.


Real Estate IRA's may include:


  • Single Family Residential
  • Commercial
  • Farm Land
  • Trust Deeds

MOST PEOPLE DO NOT PLAN TO FAIL... JUST FAIL TO PLAN


© 2020 PLAN B INVESTMENTS, INC. 

Financial Member FINRA/SIPC Registered Investment Advisor