Executive Planning Group - A Division of Wienken and Associates - Harrisburg, Pennsylvania

 

 Planning Services

  • Business Succession Planning
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Executive Benefits 
  • Asset Allocation
  • Education Funding
  • Gifting Strategies

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 Investment Services

  • Securities Brokerage Services
  • Mutual Funds
  • Educational IRA Funding 
  • Fixed Investments
  • Exchange Traded Funds
  • Roth IRA
  • SEP IRA
  • Traditional IRA
  • Retirement Plans
  • 529 Plans
  • Variable Annuities
  • Direct Participation Plans
  • Real Estate Investment Trusts
  • Unit Investment Trusts
  • 401K Plans
  • 403B Plans

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 004532927.jpgInsurance Services

  • Permanent Life Insurance
  • Term Life Insurance
  • Disability Income Insurance
  • Long-term Care Insurance
  • Business Buy-Sell
  • Disability Buy-Sell
  • Group Health Insurance
  • Group Life Insurance
  • Group Disability Insurance

Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies.  Not all of the listed products are offered through MassMutual.
 
 

 

 



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Executive Planning Group: Products and Services
A DIVISION OF  UFinancial
Securities, investment advisory, and financial planning services offered through registered representatives of MML Investors Services, Inc.,
member SIPC (www.sipc.org), 100 Corporate Center Drive, Suite 201, Camp Hill, PA 17011, (717) 760-5342 or (717) 763-7365. 
Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies.

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