What We Do

Retirement plans vary and some plans may provide you more opportunities to save for your retirement. Depending on your employment situation, you may be able to have higher contribution limits.  If you are over age 50, a "catch up provision" allows for a greater contribution.  Call us for more details on how our firm can assist you in navigating toward your retirement goals.

Are you looking for a way to consolidate all your accounts on one statement?

Do you receive various statements from various mutual fund families and brokerage houses?

Do you receive "cost basis" summaries on your statements?

Does your current investment advisory firm provide your current returns for each time period and inception to date on your account statements?

If you have questions about your portfolio, please call us for a no obligation analysis of your portfolio.

Do you have a disciplined buy-sell strategy and investment policy statement?  

If not, ask me how a Managed Account may help you keep track of your investments.

Are you a self-employed individual with no employees looking for a way to contribute more to your pension plan? Ask me about the new UNI-K 401K (SOLO 401K) plans which are available today?

Are you a small business owner interested in your retirement that would like to know what plan may have higher contribution limits? You may want to consider a 412(i) Defined benefit Plan.  It's a plan designed for older and more conservative investors.   (See Section 412(i) for more details.)                                                       



Tesitor Financial Services and DATCO Insurance Consultants offers our clients help in three main areas:

Insurance

Retirement

Employee Benefits

 

Our Services:

Individual and family retirement planning involves an analysis of your existing insurance, retirement and investment plans and making recommendations to put you on course to help meet your financial goals. This is accomplished through a combination of life insurance, individual health and disability income insurance, mutual funds, annuities, long term care insurance and debt analysis.

Our business planning strategy involves assisting the business owner in many areas including employee benefit plans, offering Section 125 plans, HSA Medical Plans, Premium Only and Flex Plans, voluntary employee benefits, group medical plans, short and long term disability income insurance, tax qualified corporate long term care benefit plans and pension planning.  We also assist business owners in areas that concern them the most; business continuity and estate planning.

Our retirement planning team assists our clients in achieving their retirement goals. We accomplish this through an Individual Investment Policy statement, a written plan to buy and sell investments that fail to meet your current objectives.

We are committed to providing the most competitive and suitable products to meet the needs of clients.

SCF Securities, Inc. and its representatives do not provide tax or legal advice.  Please consult your tax or legal counsel for such guidance.  Each firm is independently responsible for the products and services rendered.

Use these secure and password protected links to gain access to your portfolio and accounts as well as company and fund information, performance results and more. 
 

American Funds

Aim Funds/Invesco

Fidelity Advisor Funds

Hartford Investors

Franklin-Templeton

 

Please note that the information and the web site links are being provided as a courtesy. When you link to any of the web sites listed, you are leaving this site. Neither SCF Securities Inc. nor Tesitor Financial make any representation as to the completeness or accuracy of information provided at these sites.   SCF Securities Inc. and Tesitor Financial assume no liability for any direct or indirect technical or system issues or any consequences arising out of your access to or use of a third-party site. When you access one of these sites, you are leaving Tesitor Financials web site and assume total responsibility and risk for your use of the sites to which you link.  David Tesitor is licensed in the following states: AZ, ,CO and KY. .

Tesitor Financial Services and DATCO Insurance Consultants, Inc.  are not affiliated with SCF Securities, Inc.  Each firm is independently responsible for only those products and services that they provide.