Products & Services

Bryon Holz & Associates represent numerous highly rated companies, providing the following products and services:

  • Retirement Planning
  • IRAs (Traditional and Roth)
  • Life Insurance (Term, Universal and Variable Universal Life, etc.)
  • Mutual Funds
  • Annuities (Fixed, Variable, Immediate, Deferred, etc.)
  • Education Funding (Coverdell ESAs, 529s, ABLE Accounts)
  • Pension Maximization
  • IRA and Pension Rollover Planning
  • Legacy Planning and Estate Preservation
  • Mortgage Protection
  • Business Insurance Plans including Buy/Sell Agreement Funding, Key Employee Insurance, Employee Benefits through Salary Allotment, etc.
  • Business Retirement Plans including 401(k), SIMPLE, SEP, 403(b), etc.
  • Long Term Care Insurance
  • Disability Insurance 


Mutual funds and variable products are sold by prospectus only.  For more information including expenses and charges, please call for a prospectus. Please read and carefully consider the investment objectives, risks, charges and expenses before investing or sending money. The prospectus contains this and other information about the investment company.