Products & Services

To design, implement and monitor investment portfolios that are customized to meet the specific needs of individuals and organizations, Early McClintic & McMillan has the global resources to offer a full array of targeted investment** services. Subject to the client's needs, financial goals and risk objectives, these include:

Annuities #

• Fixed Variable
• Single Premium

Comprehensive Financial Planning

Education Planning

• Section 529 Plans
• Education IRA
• UGMA/UTMA

Fixed Income #

• Certificates of Deposit
• CMO
• Corporate Bonds
• Convertible Bonds
• Mortgage Backed Bonds
• Municipal Bonds
• U.S. Treasury Bills
• U.S. Treasury Notes
• U.S. Treasury Bonds
• Zero Coupon Bonds

Funds #

• Money Market Funds
• Mutual Funds
• Exchange Traded Funds

Investment Advisory Accounts*

• Discretionary
• Non-Discretionary

Managed Accounts*

• Balanced
• Equity
• Fixed Income
• Mutual Funds

Retirement Plans

• Administration and Design
• IRA/SEP/SIMPLE
• 401(k)
• 403(b)
• Defined Contibution
• Money Purchase
• Profit Sharing

Stocks

• Listed
• Over-the-Counter

Trust Services

Unit Investment Trusts

# Raymond James Financial Services products
* Advisory accounts are offered through Raymond James Financial Services, Inc. a Registered Investment Advisor

** Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC