Broker Check

Spelts Wealth Management, Inc. - Chico, CA

 

Products and Services

We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • UITs (Unit Invesment Trusts)
  • ETFs (Electronic Traded Funds)
  • REITs (Real Estate Investment Trusts)
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • IRAs (Individual Retirement Account)
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans