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Our Services

To develop your customized financial program, we will walk you through a comprehensive step-by-step planning process that is designed to educate you and help make you feel confident in your financial decisions.  We will review and help implement suitable strategies and products to help you plan towards your goals and objectives.

Cordell Wealth Management offers a broad suite of services and products, including:

For Individuals and Families:

Personal & Family Financial Planning
Pre-Retirement and Retirement Planning
Investment Strategies & Portfolio Management
Insurance Planning & Risk Management
Education Planning
Estate Planning
Social Security Planning
Legacy Planning
Income Distribution Planning

For Businesses:

Qualified and Non-qualified Plans
Employee Retirement Planning
Financial Planning for Small Businesses
Business Insurance Planning

Financial Products:

Mutual Funds
Exchange-traded funds (ETFs)
Tax Managed Investments
Third Party Money Managers
Variable Annuities
Fixed Annuities
Long Term Care
Life Insurance
529 college savings accounts
Group Health Insurance 


Securities America and its representatives do not provide tax or legal services;  these services are offered in conjunction with a qualified professional.