Investment Services for Employers and Individuals

We can help you set up your Group Retirement Plan such as:

SIMPLE IRA



SEP IRA



401(k)

Profit Sharing plan



We can advise and plan your Individual Retirement and Individual Savings Plans in accounts such as:



ROTH IRA

Traditional IRA

College Funding

Mutual Funds for regular savings

Accumulation for Special Needs

We Can Coordinate the Implementation of Your Section 125 Plan

Some of the fund companies we do business for purposes of group & individual retirement plans are listed below. Click on the links to access their websites for more information about what they offer or to access your own accounts.

AIM Investments

American Funds

American United Life

Fidelity Investments

Franklin Templeton

Nationwide

Oppenheimer Funds

Putnam Investments

Standard Insurance

The entities named above are not affiliated with each other, PRJ Insurance Marketing, Inc. or the Securities America companies.

Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. PRJ Insurance Marketing, Inc. is not an affiliated entity of the Securities America companies.

Ken Stamey is licensed for securities services in the following states: CA, CO, NM, OR, VA, NV. And licensed for insurance services in the states of CA, IN, NV, OH. CA Insurance License # 0679857.