Our Services


Why do business with Bob Joki, CLU?

  • Been in business since 1969
  • Servicing the client is a priority
  • Experienced and quality staff, each having their areas of experience
  • Committed to industry education

Services:

  • Estate Analysis(for owner and families)
  • Business Succession Planning
  • Stock Redemption Plans
  • Buy-Sell Agreements

Insurance Products:

  • Universal Life Insurance
  • Term Insurance
  • Business Life Insurance
  • Disability/Accident Insurance
  • Overhead Expense Insurance
  • Buy-Out Disability Insurance
  • Long Term Care Insurance
  • Annuities

Retirement Plans:

  • Pension Plans
  • Profit Sharing Plans
  • 401K Plans
  • Target Benefit Plans
  • SEPs
  • Simple IRA Plans
  • IRA/Roth IRA/KEOGH Plans

Investment Products:

  • Stocks/Bonds
  • Mutual Funds
  • Brokered Certificate of Deposits
  • Oil/Gas Investments
  • Real Estate/Partnerships
  • Tax-Exempt Bonds/Tax-Exempt Bond Funds
  • Equipment Leasing Partnerships