Investment Services

Investment Products and Services

Gary P. Ruchin, CLU, ChFC, CFP®, AIF®, EA dba Ruchin & Associates, LLC through our Broker/Dealer Commonwealth Financial Network1 offers various investment products and services:

  • Mutual Funds
  • Stocks
  • Bonds
  • Variable Products
    • Variable Annuities
    • Variable Life Insurance

            For the Individual:

  • IRA Accounts
  • Roth IRA Accounts
  • 403(b) Plans (ERISA based and non-ERISA based)

For your Business:

  • IRA SIMPLE Plans
  • SEP Plans
  • Profit-Sharing Plans (including Age Weighted and New Comparability Plans)
  • Single Person Defined Benefit Plans
  • Multiple Employee Defined Benefit Plans
  • 401(k) Plans
  • Single 401(k)-One Plans
  • Retirement Plan review and cost analysis
  • Plan take-over options

In addition, Gary P. Ruchin, CLU, ChFC, CFP®, AIF®, EA offers these services:

  • Fee based asset management services
  • Fee based consulting services
  • Portfolio evaluation services