PHB Financial Management Company
Full Service Brokers
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Investment Planning

  • Identify Individual Goals and Risk Tolerances
  • Develop personalized Investment Plan
  • Implement the plan through asset allocation
    (diversification) models
  • Determine Investment Vehicles
  • Review goals and results annually
  • Rebalancing investments as necessary

Qualified Plans
  • Roth IRA's
  • Educational IRA's
  • Simple Plans
  • SEP Plans
  • Keogh Plans
  • Profit Sharing
    Plans and 401K
  • 529 Plans
Full Service Brokerage
  • Stocks
  • Bonds
  • Mutual Funds

Piehl, Hanson, Beckman, P.A. PHB Financial Management Company PHB Consulting Company