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
- Government Securities
- Treasury Notes
- Variable Annuity
Financial Planning
- Retirement Plans
- Tax Plans
- 401(k) Planning
- 403(b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
Estate Planning
- Designated beneficiaries
- Durable power of attorney
- Health care directive
- Health care proxy
- Last will and testament
- Trusts
- Charitable giving designations
Insurance
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance
Tax Planning Services
- Individual tax filing preparation
- Quarterly estimates and withholding recommendations
- Required minimum distribution calculations