Services and Products

At Finley Financial Services, we provide assistance in the following areas:

Retirement Saving

Retirement Planning
IRAs
401(k) Planning
403(b) Planning
529 College Savings Plans
Profit Sharing Plans

Employee Benefits

Benefit Enrollment Services
Cafeteria Plan Management
Supplemental Benefits
Employee Retirement Plan Services
Employee Health Benefits and Insurance Services

Investments

Bonds and Common Stock
Brokerage Accounts
Government Securities
CDs
Treasury Bills
Mutual Funds
Annuities
Deferred Compensation Plans

Insurance

Group Benefits
Health Insurance
Disability Insurance
Life Insurance
Long Term Care
Medicare Supplement

Financial Planning

Portfolio Development and Management
Cash Flow
Retirement Planning
Estate Planning

Finley Financial Services
625 Sidney Baker Street
Kerrville, Texas 78028
P: (830) 896-4400
F: (830) 257-5833
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