Products & Services

At 21st Century Advisors we assist our clients in the following areas:

• Individual Securities
  • Stocks & Bonds
• Privately Managed Accounts
  • Fee based private client
  • Mutual Funds
  • Exchange Traded Funds
• Accreditted Investor Accounts*
  • Oil & Gas Partnerships
  • Commodities
  • 1031 Real Estate Exchanges

• Qualified Plans
  • Employer Sponsored: Defined Benefit
  • Employee Sponsored: Defined Contribution
  • Individual retirement Accounts
• Annuities
  • Fixed and Variable
• Education & Children’s Accounts
  • 529 Plans
  • UTMA’s

*Accredited investor is an individual with a net worth or Joint net worth with spouse that exceeds $1,000,000 (excluding residence) at the time of purchase or an income exceeding $200,000 in the last two years or joint income with spouse exceeding $300,000 for those years and reasonable expectation of the same in the current year; or a trust with assets in excess of $5,000,000 not formed to acquire the securities offered, whose purchase a sophisticated person makes.

• There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations.  Carefully consider the risks and possible consequences involved prior to making an investment decision. 

Fee based compehensive plans covering

• Investments
• Estate Planning
• Retirement Planning
• Insurance
• Income Tax

Group & individual insurance offered: 

• Life
• Health
• Disability
• Long Term Care

• Trust Accounts
• Municipal Bonds
• Qualified Plans
• U.S. Treasuries
• Stock Dividends
• Long Term Capital Gains
• Life Insurance
• Annuities
• 1031 Real Estate Exchanges  
• Oil & Gas Partnerships

*Our firm does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that may have tax consequences.