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Services  
At Tidewater Financial Group, we provide a variety of services to meet the needs of our clients. They include, but are not limited to the
 
following.

Individual Retirement Plans  Business Retirement Plans
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 Insurance  Financial Planning
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  College Funding

 

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Individual Retirement Plans

Individuals have a number of investment choices for their retirement.  We work with you to recommend the best options such as:

  • Company retirement plans (e.g., 401(k) and 403(b) plans) that allow     pre-tax dollars to grow tax deferred.  Proceeds are taxed as ordinary income.

  • Traditional Individuals Retirement Accounts (IRAs) that allow after-     tax dollars to grow tax deferred.  Proceeds are taxed as ordinary income.

  • Roth IRAs where after-tax dollars grow tax deferred and proceeds are tax free. 

 

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    Small Business Retirement Plans

Simplified Employee Pensions allow taxable businesses and tax- exempt organizations to contribute toward employee retirement with funds growing tax deferred.

Simple IRAs allow employees to contribute after-tax dollars and employers to match those contributions for employees’ retirement  with funds growing tax deferred. 

 401(k)s allow the employer and the employee to contribute pre-tax dollars and employers to match those contributions for employees’ retirement.  Funds grow tax deferred.

Long Term Caregrandmasmall

Long Term care Options and how to pay for them are very important as we never know what lies ahead.  At Tidewater Financial Group, we work with you to determine the best options to help you remain independent while maintaining your standard of living.  Options we consider include:

  • Reverse Mortgages that give you access to the equity in your home for any purpose.

  • Annuities that provide you with a monthly income so you don’t outlive your assets. 

  • Long Term Care Insurance that provides funds in case you need in-     home care or you need to move to an assisted living facility or a nursing home. 

Education Funding

Education Funding Options allow you to help with education costs for your children and grandchildren.  Options include Pre-paid tuition plans, Education IRAs, and 529 plans. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


   
 

Tel.757-460-2889  Fax 757363-2863  Email: bwilliams@investorssecurity.net
4648 Miles Standish Road, Virginia Beach, VA 23455
Copyright © 2010 Tidewater Financial Group. Site developed and maintained by Computer Design Graphics of Chesapeake, Virginia .

This is neither an offer nor solicitation to buy or sell securities of any type. 

All information contained in this website is believed to be accurate.  Certain information provided by links from our website has not been audited and is accpeted as being accurate.  Please consult with us before relying on such information.  Tidewater Financial group is not responsible for damages incurred as a result of acting on third party information or visits to other websites.

Tax law is subject to change. Nothing on this website should be construed as tax advice. We recommend the use of a qualified professional.


I am registered in the following states: 
California, Kansas, North Carolina, Maryland, Washington and Virginia.  Securities offered through:
Investors Security Co. Inc., Member FINRA
/SIPC
127 E. Washington Street, Suite 101
Suffolk, Virginia 23434-4571, 757-539-2396.

 

 

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