Planning/Services

Tax Sheltered Services (TSA/403(b)/ 457)

DJPuff Advisors Group, Inc. offers specialized services for individuals, schools, colleges, hospitals and non-profit employers nationally.  The Unified Custodial Account provides access to thousands of investment options as well as “Gate Keeper” asset protection.

403(b) Church Plan

DJPuff Advisors Group, inc. offers specialized tax advantaged retirement plans for “Ministers of the Gospel”.  The plan accepts tax deferred salary contributions and tax free rollovers from other qualified retirement plans (IRA, 401k, 403b, SEP-IRA, etc.).  Uniquely Church Plans provide tax free distributions in retirement as housing allowance.

Retirement Account (IRA/IRA Rollover/SEP-IRA/401(k))

DJPuff Advisors Group, Inc. helps make the difficult easy:  Direct Rollover, Asset Transfer, Plan Establishment, Plan Administration and Employee Education Meetings.  

Fund Choice

Fund Choice allows you to “Make Decisions for Yourself – Not by Yourself.”  GWN Securities, Inc., the broker/dealer’s Fund Choice offers over 25,000 mutual funds from over 350 Fund Families.

Managed Accounts

DJPuff Advisors Group, Inc. offers a vast array of independent investment managers and privately managed accounts available for you to choose from, depending on your objectives.  Additional information is available on request.

Fixed and Variable Annuities

DJPuff Advisors Group, Inc. is associated with one of the top annuity marketing organizations in the nation.  This association enables matching the client with the most suitable product/company. 

Insurance

Donald J. Puff, General Agency, specializes in Life, Disability, and Long-Term Care Insurance, to meet your financial planning needs.  The agency is approved to offer the New York State Partnership for Long-Term Care.

Account Protection Services

GWN Securities, Inc. is a member of the Securities Investor Protection Corporation (SIPC).  Securities in your account are protected up to $500,000. For details please see www.sipc.org.

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