INVESTMENT PLANNING SERVICES


Offers fee based professional portfolio management services to investors who seek a disciplined and active approach to investing.  Investment strategies are long-term in nature, with an emphasis on stability and transparency.  Barbara Tourscher, as an Investment Advisor Representative offers a full suite of investment options, from separately managed accounts to mutual fund and ETF portfolios.


Life choices are many,
Let me help you with yours.

IN INVESTMENTS ARE YOU LOOKING FOR:

  •  IRA and ROTH Strategies
  •  Income Planning
  •  Gifting Strategies
  •  Diversified Growth Strategies 
  •  Asset Protection Strategies 

IN INSURANCE ARE YOU CONCERNED ABOUT:

  • Being Under Insured
  • Long Term Care
  • The Hybrid Plans which combine life insurance and long term care 

EMAIL ME TODAY
"Let me help you and your family or small business":
strategies@investucan.services