Broker Check

My services

Ainka Munroe offers products, services and specific strategies to include, amongst others; the following areas:

  • RETIREMENT: Are you on track? How are you invested for your risk level and time horizon? What options are available for you? How are you going to strategically distribute these accounts in retirement? Traditional & Roth IRAs, 401K, 403B, and Pension Plans

  • RISK MANAGEMENT: Are you properly protected? Do you know what you have in place? Is it enough? Life Insurance, Disability Income, Long Term Care

  • INVESTMENTS: Are you diversified? What investments are appropriate for you? Stocks, Bonds, Mutual Funds, ETFs, Annuities

  • COLLEGE EDUCATION FUNDING: Are you eligible for a tax deduction? Have you saved enough? Coverdell ESA & 529 Plans

  • INCOME TAX SUMMARY*: Estimating of impact of taxes on your savings and investment programs

  • ESTATE ANALYSIS*: Arranging for an efficient, cost-effective property transfer.

  • FINANCIAL STATEMENT: Review of cash inflow, outflow, and net worth.

  • BUSINESS PLANNING: Employee Benefits, Deferred Compensation Plans, Group Health Insurance, Buy-Sell Agreements, Key Person Plans, Business Continuation Plans, and Executive Bonus Plans

Ainka maintains the following certifications/registrations:

  • FINRA Registrations, Series 7, 63, 66

  • Life, Accident and Health Insurance Licenses


*Equitable Advisors does not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances.

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