Creating and maintaining wealth strategies through Premier Portfolio Strategies

  

SERVICES | Overview

Premier Portfolio Strategies is an independent, locally owned Alaskan company providing for the investment and insurance needs of our clients for more than 23 years.

We specialize in the following products and services:
    High-Net-Worth Portfolio Consulting Services

    Qualified Retirement Plan Design and Funding

    Investment Planning and Retirement Planning

    SEP-IRAs, SIMPLE IRAs, and Traditional/Roth IRAs

    Section 529 College Accounts and Coverdell Savings Accounts

    Mutual Funds, Variable Annuities, and Fixed Annuities

    Term Life Insurance

    High-Deductible Health Insurance Plans (HSAs)
Investment Opportunities, including the following:

Stocks—Bonds—UITs—Options—Index Funds—Exchange Traded Funds (EFTs)


Fixed insurance products and services offered by Premier Portfolio Strategies
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This communication strictly intended for individuals residing in the states of AK,AL,AZ,CA,FL,HI,IA,IL,MO,NV,OR,SD,TN,TX,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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