Our Services |
- Stock & Mutual Fund review
- Asset Allocation Models
- Portfolio Review
- Financial Plans
- Estate Distribution Techniques
- Retirement Distribution Options
- Insurance Analysis and Planning
- Money and Cash Management
- College Planning
- Charitable Planning
- Stocks, Bonds, Mutual Funds
- Stock Options
- Unit Investment Trusts
- Annuities (Fixed and Variable)
- Retirement plans
- 401(k) plan, 403(b 457)
- Money Purchasing Plan
- Profit Share Plan
- Simple Employer Pension Plan - SEP
- Simple IRA
- Traditional IRA
- Roth IRA
- Life
- Long Term Care
- Disability Income
- Personal Financial Planning
- Business Financial Planning
- Investment Management Plannning
- Retirement Distribution Planning
- Estate Planning
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Alicia Alvarez is registered with and offer securities through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Advisory Services offered through Kovack Advisors, Inc. a SEC registered investment advisory firm. Essential Financial and Insurance Services is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Registered Representative may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc.
