Services

Investments


Professionally Managed Accounts

ETFs

Mutual Funds

Stocks

Alternative Investments

Brokered CDs

Variable Annuities




    Financial Planning


    Retirement Income Planning

    Social Security Strategies

    Tax Planning

    Legacy Planning

    401(k) & 403(b) Plans

    Small Business Plans

    College Plans


    Insurance


    Life Insurance

    Long-Term-Care Insurance

    Fixed Annuities

    Indexed Annuities

    Hybrid Solutions

    Disability Insurance 

    For more information about our firm and the services we offer, send us a quick email. We would welcome the opportunity to connect with you.

    info@ixoniawealthmanagement.com