Investments

• Stocks
• Bonds
• Mutual Funds
• Certificates of Deposit (FDIC-Insured)
• Option Strategies
• Managed Futures
• Annuities
• Exchange Traded Funds
• Unit Investment Trusts
• Structured Products
• Alternative Investments

Planning Services

• Financial Planning Services
• Retirement Planning
• Issues Surrounding Estate Planning
• Professional Money Management
• Private Wealth Management
• College Savings Plans
• Business Planning
• Long-Term Care Planning
• Disability Planning
• Employer Retirement Plan Consulting

Insurance

• Life Insurance Needs Analysis
• Term Life Coverages
• Whole Life Insurance
• Variable Life Insurance
• Universal Life Insurance
• Long-Term Care Insurance
• Disability Insurance

Small Business Services

• Employer-Sponsored Retirement Plans
• Buy-Sell Agreements
• Cross Purchase Plans
• Group Insurance Plans
• Key Person Insurance
• Profit Sharing Plans
• Defined Benefits (Pension) Plans

Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.