At Majerko Investment Management LLC., we provide assistance in the following areas:

Investment Management

• Fee-Based Investment Management *
• Portfolio Analysis and Optimization
• Investment Implementation and Analysis
• Ongoing Monitoring of Portfolio
• Dedicated Client Service And Communication

Services

• Retirement Planning
• Estate Planning
• Education Planning
• Analysis of Life Insurance and Long-Term Care Needs

Investments

• Mutual Funds
• Brokerage Accounts
• Common Stocks
• Advisory Accounts
• Municipal Bonds
• Retirement Plans
• Corporate Bonds
• Insurance
• IRAs

* Fee-based Investment managed offered through LPL Financial. A Registered Investment Advisor