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Shade Financial Services, Inc.

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PRODUCTS AND SERVICES

We provide assistance in the following areas:

Investments

  • Traditional IRA

  • Roth IRA

  • SEP IRA

  • Simple IRA

  • 401(k)

  • Brokerage Accounts

  • Fixed Annunity

  • Variable Annuity

  • Educational IRA

  • 529 Plan

  • UTMA

Financial Planning

  • Retirement Plans

  • Tax Planning

  • 401 (k) Planning

  • 403 (b) Planning

  • College Plans

  • Estate Plans

  • Money Purchasing Plans

  • Profit Sharing Plans

Insurance

  • Life Insurance

  • Health Insurance

  • Medicare Supplement

  • Disability Income Insurance

  • Long Term Care Insurance

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