Services
Cullum & Burks can assist you in providing your clients with additional services beyond regular financial guidance. We can offer you access to a vast array of product selections, and provide support in the areas of estate, education and retirement planning. Additionally, the firm will make available resources to assist in corporate valuations and customized financial planning.
| Estate Planning |
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- Asset Protection
- Basic Estate Planning
- Business Successions
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- Charitable Giving
- Qualified Plans
- Wealth Transfer
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| Educational Funding |
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| Retirement Planning |
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- Individual 401(k)s
- Individual Benefit Plans
- Profit-Sharing Plans
- Money Purchase Plans
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Managed Account Services
Cullum & Burks, in partnership with RBC Dain CS, gives you access to a list of approved, institutional investment managers that you can select to manage your client’s accounts. Every investment manager has passed a highly selective due diligence screening process conducted by RBC Dain Rauscher. All managers have strong track records in performance, integrity and client service.
More than 80 institutional money managers are available including:
- Goldman Sachs
- Kayne Anderson Rudnick
- Rorer Asset Management
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- Lazard Asset Management
- Al Frank Asset Management
- NWQ Investment Management Co.
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