A goal without a plan is just a wish.

Antoine de Saint-Exupery
 
home_banner-01.jpg

Our Services

At Lettin & Company, Inc., we specialize in building additional income streams so you can sit back and let your money work for you. 

The following is a list of services we are able to provide to our clients. We handle individual and corporate accounts so if you're searching for a specific service not listed below, please contact us and we'd be happy to help. 

CORPORATE ACCOUNTS

We manage corporate accounts and can advise on how to rollover retirement accounts from previous employers. Corporate accounts include:

  • 401K and Roth 401K Accounts
  • SEP and SIMPLE Accounts
  • Retained Earnings

Personal accounts

We will help build income streams from your non-retirement and retirement accounts including:

  • Roth and IRA's
  • Taxable Accounts (Individual and Joint Accounts)
  • Custodial Accounts
 

The goal is living life on your terms.

Will Rogers
 
home_banner-01.jpg