Services
Kulch Financial Services has differentiated itself from other brokers by offering an unparalleled communication package allowing clients potential roots for success. These programs are specialized to individuals with special attention to long-term goals, tolerance for risk, and personal preferences. Each portfolio is reviewed personally by a staff member that has intimate knowledge of your individual situation. This personalized treatment sets our firm apart and is the cornerstone of Kulch Financial Services.Services Provided:
- Retirement Planning
- IRA & 401(k) Rollovers
- Alternative Investment Strategies
- Investment Planning
- Corporate Retirement Plans
- Estate Planning
- College Funding Solutions
- Individual Life Insurance
- Long-Term Care
The financial vehicles offered by Kulch Financial are from well-respected and financially sound companies. Charles prides himself in the variety of investment opportunities he makes available to his clients and has an expertise in alternative investment strategies.
These vehicles are constantly monitored by our staff for integrity and adherence to their stated objectives.
These vehicles include:
- Mutual Funds
- Stocks
- Annuities
- REIT's (Real Estate Investment Trusts)
- 1031 Exchanges TIC (Tenant in Common)
- Alternative Investments
- Limited Partnerships
- 529 College Savings Plans
- Treasury Bills, Notes & Bonds
- IRA's: Roth and Traditional
- Simple or SEP IRA's & Single 401K Plans
- Term Insurance
- Long Term Care
