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Products and Services

We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Variable Annuity

Financial Planning

  • Investment Strategies
  • Retirement Planning
  • 401 (k) Plans
  • SEP Plans
  • SIMPLE IRA Plans
  • Profit Sharing Plans
  • Wealth Transfer Strategies

Insurance

  • Whole Life
  • Universal Life
  • Term Life
  • Long Term Care
  • Disability
  • Health

Tax Planning

  • Small Business Accounting Services
  • Business Income Taxes and Payroll Taxes
  • Business Start Up, Counsel on Accounting Systems and Entity Selection
  • Individual Tax Return Preparation
  • Financial Statements