Financial Services

AgPerspective Financial Services

AgPerspective Financial Services is an independent financial services firm.  This gives us the ability to research all the options and provide you with the best combination of financial services and value through various mutual fund and insurance companies.  We at AgPerspective Financial Services are focused on the long term investor.  We are devoted to a long-term philosophy that emphasizes quality and diversification.  We believe that relationships are the key and meeting with clients face to face builds strong relationships.  Our office is accessible and welcoming in the community where our clients live and work.

At AgPerspective we strive to do business with certain values.  These values are selflessness, integrity, service, teamwork, excellence, long term relationships, and family.  Each of these values coincides and one cannot be exemplified completely without the other.  With these values not only utilized at work but in our daily lives we believe it gives our client/advisor relationships a chance to grow and prosper.

We hope you will stop by our office and give us a chance to show you the way we do business!!!

Click on the links below to learn a little more about the products and services we offer.

Business Retirement Plans

Individual Retirement accounts

Equity Investments

College Planning

Annuities

Fixed Income

Other Services

Business Retirement Plans: 

If you consult or run your own business you can think big when it comes to saving money for your retirement.  Current options help small business owners save a significant amount of money in tax-deferred retirement plans specifically for small businesses. 


Here are some examples of the product solutions we offer in this area.

401(K), 403(B), Sep IRA, Simple IRA, Profit Sharing, Pension 

 

Equity Investments: 

Equity investments are ownership interest in a corporation.

Examples of the products solutions we have in this area are.

Preferred Stock, Common Stock 

 

College Planning:

529 Plans 

 

Annuities:

Any investment product that pays on a schedule basis over a set amount of time.  In particular, a retirement investment that offers tax deferral on growth, but not contribution.

Fixed, Variable, Immediate 

 

Individual Retirement Accounts: 

Traditional, Roth, SEP 

Fixed Income Investments:

Certificate of Deposits (CD's), Bonds (Corporate, Government, Mortgage-based securities, Municipal, Zero-coupon) 

 

Other Services:

Portfolio and Retirement Plan Reviews/Rollovers/Consolidation, Systematic Investing

Financial Calculators, Estate Consideration, Investor Education, Online Account Access 

Securities offered through Benchmark Investments  Inc.

Member NFA, FINRA, SIPC