Products & Services

Products & Services

We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Exchange Traded funds
  • Mutual Funds
  • Fixed Annuities
  • Fixed Index Annuities
  • Variable Annuities
  • Brokerage Accounts
  • IRA's
  • Roth IRA's
  • Education IRA's
  • Self-Employed IRA's
  • Wealth Management accounts

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401k Rollover advice
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Tax Planning

  • Federal & State Tax Return Preparation
  • Representation Before the IRS
  • Tax Return Preparation
  • Individual Tax Planning
  • Prior Tax Return review
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