Our Services

ABOUT OUR SERVICES

As an independent financial planning and investment advisory firm, Behlke Financial offers a wide variety of financial products and services from many different companies.  No matter what type of client we are working with the goal is always the same, to provide the best possible solution to the client's goals and objectives.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: 

CORPORATE SERVICES

• 401(K) Profit Sharing Plans
• Simplified Employee Pensions Plans
• Simple IRA Plans
• Money Purchase Plans
• Group Health Insurance

INDIVIDUAL SERVICES

• IRA Rollovers
• Traditional and Roth IRAs
• Fee Based Advisory Services
• Brokerage Accounts
• Education Savings Accounts
• Mutual Funds
• Individual Stocks and Bonds
• Exchanged Traded Funds
• Real Estate Investment Trusts
• Unit Investment Trusts
• Variable Annuities
• Fixed Annuities
• Life Insurance
• Long Term Care Insurance
• Disability Insurance