Espy Financial Services - Our Services

We are a financial planning firm specializing in the following:

Investments:

Services - Securities Analysis & Asset Allocation
Products - Stocks, Bonds, Mutual Funds, Variable Annuities & Separate Accounts

Retirement Planning:

Services - Retirement Plans
Products - IRA's, 401K's, Profit Sharing & Simple IRA's

Estate Planning:

Services - Full Estate Analysis coordinated with your CPA and/or tax attorney
Products - Survivorship Life, Trusts

Employee Benefits:

Services - Complete Analysis of Current Benefits
Products - Section 125 Plans, Section 162 Plans, Deferred Compensation, Partial Self Funded Medical
Plans, Voluntary Employee Benefits, (Qualified Plans, 401K, Profit Sharing) & Employee Benefit
Statements