Services We Offer
Poulter Investment Advisors provides holistic and unbiased guidance to help you plan your financial journey. Our fee-based model allows us to examine our clients’ unique situations and provide the best possible options for their financial success. We handle a multitude of financial issues, including:
Financial Planning Services
- Retirement Plans
- 401k Planning
- 403b Planning
- Tax Planning
- Estate Planning
- College Planning
- Profit Sharing Plans
- Money Management
- Risk Analysis
- Charitable Giving
- Large Personal/Business asset additions
Investment Services
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Educational IRA
- Brokerage Accounts
- Fee-based Accounts
- Guided Wealth Portfolios
- Mutual Funds
- Variable & Fixed Annuities
- Alternative Investments
- Bonds
- Common Stock
- Treasury Bills
- Government Securities
- Treasury Notes
Insurance
- Life Insuranced
- Long-Term Care
- Disability Income
Reach out to us today for a no-fee consultation! We would love to hear about your goals, and we can work together to create a plan that aligns with your unique financial situation. If you require service in an area not listed above, please contact us.