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Park City Investment Services
Buck J. Kipper, Registered Representative
Simplify the Decisions
A Registered Representative’s job is to pare down the choices – more than 7,000 mutual
funds, plus thousands of annuities, insurance options and individual securities – to those
that fit your parameters. By identifying appropriate options – including ones that are difficult
to discover on your own – and focusing on your objectives and needs, a Registered
Representative can save you considerable time and effort.
Product Options
- Mutual Funds
- Annuities
- Stocks/Bonds
- IRA’s
- Qualified Retirement Plans e.g. (401k, Simple IRA, 403b, etc.)
- Life Insurance
- Long-Term Care Insurance
- 529 Plans
Individual Investment Options
- Retirement Planning – Helping you design an investment strategy in line with
your current and future goals.
- Qualified Plan Rollovers – We specialize in helping you rollover your qualified plans.
- Retirement Income Planning – Helping you meet your income needs in retirement.
- Estate Planning – For preservation of wealth from generation to generation.
- Investment Portfolio Analysis – We help you keep informed of how your investments
are performing and when adjustments should be made if needed.
- Education Planning – We help you set up education portfolios for your children or
grandchildren for their higher education dreams.
- Life Insurance Planning – We help you determine your needs and the type of life
insurance that will work for your situation. We also offer policy reviews for your
current life insurance to ensure that it is performing as expected.
- Comprehensive look at you financial needs and goals.
Business Investment Options
- Defined Contribution Plans
- Business Succession Planning
- Group Life Insurance & Long-Term Care Insurance
- Employer Sponsored Retirement Plans
Service & Commitment
The service doesn’t end when you select your investments. We will monitor the
performance of your investments, and will be available to meet with you should you
have any questions or if your investment needs change. Our commitment to customer
service sets us apart from the competition.
Contact Buck Kipper for all your investment and insurance planning needs.
*Registered Representative with/and Securities offered through J.W. Cole Financial,
Inc., Member FINRA/ SIPC, 6928 Linebaugh Ave., Suite 101, Tampa, FL 33625,
(813)-935-6776. Park City Credit Union, Park City Investment Services and J.W. Cole
Financial are independently owned and operated.
This communication is intended for individuals residing in the state of Wisconsin.
The contents of this website do not constitute a solicitation to purchase or sell securities
in other states. No offers may be made or accepted from any resident outside the specific
states referenced.
Non-deposit investments and insurance products are NOT NCUA insured, are NOT
deposits, or other obligations of, or guaranteed by, any bank and are subject to
investments risks, including possible loss of principal amount invested, and may
invoke sales charges and other fees.
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