Financial plans


・It is an introduction of the Financial plan that can be handled with REAVANS.

COVERDELL EDUCATION SAVINGS ACCOUNT*
Feature Plan for savings to pay college cost in the future
Term Long
Min. Investment $250 at the time of opening account

COLLEGE SAVING PLAN 529*
Feature Plan for savings to pay college cost in the future
Term Long
Min. Investment $50

PROFIT SHARING PLAN*
Feature Plan for employer to provide profit sharing to employees
Term Long
Min. Investment $1,500 at the time of opening account

DEFINED BENEFIT PENSION PLANS*
Feature Plan for employer to provide monthly fixed amount to employees
Term Long
Min. Investment Please ask

CHARITABLE TRUST*
Feature Irrevocable trust that translates owners asset to annuity for life
Term Short、Mid、Long
Min. Investment Please ask

401K*/403B*
Feature Plan for employer to match predetermined amount to employees retirement
Term Long
Min. Investment Please ask

412(i)*
Feature Retirement plan that allows employer to deduct income tax
Term Short、Mid、Long
Min. Investment Please ask

OFFSHORE INVESTMENT*
Feature Service with Offshore monetary center at real time
Term Short、Mid、Long
Min. Investment $1000

MONEY MANAGEMENT*
Feature Money management for Individual/Business
Term Short、Mid、Long
Min. Investment Please ask

*Variable Products and Mutual Funds are not insured by the FDIC; may involve investment risk, including the possible loss of the principal amount invested. You may obtain a current prospectus, which contains more complete information about the investment companies being offered, from your financial consultant. Please read the prospectus carefully before investing. All products and features may not be available in all stat

*Securities offered through SCF Securities, Inc. Member FINRA/SIPC (800) 955-2517
OSJ Branch Office 1218El Prado Ave. #134 Torrance CA 90501
Tel (310) 320-0588 Fax (310) 320-0622
Reavans Financial Services and SCF Securities, Inc. are Independetly Owned and Operated