Planning for Retirement

Are you ready to retire?  Will you have all the income that you will need to spend your retirement doing the things you want to do, like traveling or spending time with your family?  The wealth manager/advisors at Delta can help you in developing a financial plan that could make your retirement all that you want it to be.

Services

  • Investments
  • Rollovers
  • Distribution Planning
  • Social Security Planning
  • Minimum Distribution IRAs/TSAs
  • In-Service Distributions
  • Simple IRAs
  • Roth IRAs
  • Roth Conversions

Products

  • Money Market Accounts
  • Mutual Funds
  • Annuities
  • Fixed
  • Variable Annuities
  • Indexed Annuities
  • Stocks
  • Bonds
  • Alternative Investments

Time for Retirement

Securities and Advisory services offered through VSR Financial Services, Inc., Member FINRA/SIPC - A Registered Investment Adviser - Securities cleared through First Clearing, LLC
Delta Investment Services, Inc. and VSR Financial are unrelated entities

A Registered Representative may only transact business in states where they are registered, or exempt from registration. Currently we have Representatives registered in the following states: AL (Alabama), AR (Arkansas), AZ (Arizona), CA (California), CO (Colorado), CT (Connecticut), FL (Florida), GA (Georgia), IL (Illinois), IN (Indiana), IA (Iowa), KS (Kansas), LA (Louisiana), MD (Maryland), MI (Michigan), MN (Minnesota), MO (Missouri), NC (North Carolina), NJ (New Jersey), NV (Nevada), NY (New York), OH (Ohio), OR (Oregon), PA (Pennsylvania), SC (South Carolina), TX (Texas), VA (Virginia), WI (Wisconsin). If your resident state is not listed, please contact us at 1-800-969-6878 or email us at delta@moneytalk.org. Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions for, or provide personalized investment advise to, or communicate directly with (by e-mail, letter, or telephone) residents in states in which a Representative is not registered.