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  (812) 932-0765   lisa.murray@ss-wealth.com

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Products & Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

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:

Investments  

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • College Plans
  • Estate Plans
  • Money Purchasing Plans

Insurance

  • Life Insurance
  • Long-Term-Care Insurance
  • Medicare
  • Health Insurance

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Contact info

  •   1214 State Road 229 Suite B, Batesville, Indiana 47006
  •   (812) 932-0765
  •   lisa.murray@ss-wealth.com

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, CO, FL, IN, KY, NC, NY, OH, TX

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