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INVESTMENTS
"the Power of Experience"

Variable Annuities: ....Various Insurance Companies
Mutual Funds:....Load and "No-Load" Funds
Portfolio Management ....Stocks, Bonds, and Other Investments

Variable Annuities. This generation of annuities offers a combination of enhanced features which makes them attractive vehicles for the right investors. Performance guarantees, increasing death benefits, a large universe of investment choices--all these new options allow you to structure a tax-deferred vehicle which meets your criteria for growth and relative safety.

Mutual Funds. As the ultimate"diversification tool," mutual funds are an unparalleled choice, through Finance 500 we have access to nearly all of more than 10,000 different funds available today:
+ Sector funds,
+ International Funds,
+ Index Funds,
+ Government and Muni Bond Funds.
These are just a few of the many types and categories of mutual funds that we support and offer our clients.

Portfolio Management. A specially designed portfolio of diversified equities (funds or individual stocks), fixed investments (bonds, CD's) and annuities (" fixed rate" annuities and "variable")

Cynthia E. Morgan >is a Registered Representative of, and securities offered through, Finance500, Inc. Member FINRA and SiPC. Advisory and planning services offered through F500 Advisory Services, Inc.

Barnard S. Walsh, CEBS is a Registered Representative of, and securities are offered through, Finance500, Inc., Member FINRA and SIPC. *Mr. Walsh has earned the Certified Employee Benefits designation. The CEBS designation is awarded by the International Foundation of Employee Benefit Plans and is cosponsored by The Wharton School, University of Pennsylvania.
Traditional fixed annuities, secondary market annuities, whole life,universal life insurance, long term care insurance and certain other life insurance company products are offered through insurance companies which are not affiliated with Finance500, Inc. Information concerning "unique assets" purchased or held as IRA or qualified plan assets is provided independently of Finance500, Inc. and Finance500, Inc. is not a party to such information, advice, purchase, sale, etc.