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Financial Services

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This is a brief description of our Financial Services...

Key Benefits

bulletServices are provided by Dennis O. Thiel, Certified Financial Planner (CFP™), licensee.
bulletThe CFP™ certification mark identifies persons who are dedicated to a high degree of professionalism.
bulletSecurities are provided through GWN Securities, Inc.*

 

Capabilities

bulletPortfolio Construction - Portfolio construction is the process of matching investments with client goals, risk aversion, and personal circumstances.

 

bulletRetirement Plans & IRA's - Retirement planning involves preparing for your future through the use of proper retirement plans and IRA's, and selection of suitable investment vehicles based on your overall portfolio.

 

bulletInvestments through GWN Securities, Inc. -  We offer a full line of mutual funds and variable annuities  to suit your individual or business needs, through The Medallion Investment Services, Inc.

 
bulletMutual funds, variable annuities and variable life products are offered by prospectus only.  Prospectuses contain more complete information including management fees and expenses.  Please read them carefully before you invest or send money.  A prospectus can be obtained by request.
bulletInvesting entails the risk of loss of principal and should be taken into consideration before any investment is made.

*Securities offered through GWN-Securities, Inc.  Member FINRA/SIPC (561) 472-2700

 

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© Thiel Accounting and Tax Services.  2005