My name is Gene Zlotnik, a financial advisor with Hokin Investment Advisors. As a financial advisor I can help you with many different investment questions and needs that you may have.

I am currently specializing in the following investment strategies and programs:

Managed Accounts.

Whether you are just starting to invest or you are a sophisticated investor, I can help you to find the most suitable investment for your goals and objectives.  Depending on your investment objectives, risk tolerance and time horizon, I can create and manage an investment portfolio, that will satisfy your needs. I specialize in investments in stocks, mutual funds, options, bonds, CDs, variable annuities.

I focus on managing individual accounts using the ProFunds fund family. What I like the most about ProFunds, is that all the trades are commission free and the minimum amount of the investment could be as low as $5,000.  In addition, at ProFunds you are allowed to sell the fund, even if you hold it for only one day without incurring any redemption fees.

You may visit www.profunds.com to find out more about available funds and other terms and conditions.

401k

If you are an employer looking to setup a 401k plan for your employees, I can help you to setup the right plan for you and answer all the investment questions that you and your employees might have or will have in the future. I can help your employees to understand the importance of diversifying and having objectives based on a time horizon and I will educate them on all the advantages they could have while entering the plan.

Educational Plans

Take advantage by opening a 529 plan,that allows tax free withdrawals if you use it for higher education purposes. For complete details about 529 plan please visit.

http://www.sec.gov/investor/pubs/intro529.htm

I can help you to find the right investment product, based on your investment objectives and time horizon.

401k Rollover

Retirement Accounts and Plans

For more information please e-mail me at zlotnik5555@yahoo.com or call me 847-668-3489.

[ Home ]

Send mail to jmathews@nikohsec.com with questions or comments about this web site.
Copyright © 2008 Hokin Investment Advisors