Investments & Financial Planning

We specialize in designing plans to make investment programs work for you....     

  • education funding strategies
  • retirement income planning
  • tax strategies
  • mutual funds
  • annuities
  • asset allocation strategies
  • charitable giving plans
  • selective bonus plans
  • pension plans
  • profit sharing plans
  • private retirement plans
  • deferred compensation
  • buy-sell stock redemption plans
  • estate planning concepts*

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPCInvestment advisory services offered through O.N. Investment Management Co.

 

 

 

 

*CIC Financial does not provide legal services or legal counseling, but provides financial services in conjunction with a client's personal legal representative and/or may consult with a qualified legal professional as required for the client's particular financial situation.