Our Services
At Hillgen-Santa Financial Group, LLC, we provide expert assistance in the following areas:
Investments
- Common Stock
- Hedging Programs via Options
- Corporate & Municipal Bonds
- Brokerage Accounts
- Alternative Assets
- Government Securities
- Variable & Fixed Annuities
- Traditional IRA
- Roth IRA
- Educational IRA
- SEP/Simple IRA
Financial Planning
- Retirement Plans
- Tax Harvesting Plans
- 401k Planning
- 403b Planning
- College Plans
- Estate & Family Planning
- Dynasty Planning
- Business Planning
- Money Management
- Profit Sharing Plans
- Immediate Annuities
Insurance
- Life Insurance
- Disability Income Insurance
- Long Term Care Insurance
- Non Modified Endowment Contracts
- Business/Transition Insurance
- Keyman Insurance
- Buy/Sell Agreements