Our Services

Menu of Services 

Financial*

Retirement account management

Fee only or commission based

            Rollovers* of IRA’s* or any Qualified Plans*

            IRA’s*

            SEP’s*

            Simple’s*

            401K’s*

            Distribution strategies

 

Planning & Strategies for

            Retirement

            College

            Taxes

            Insurance

 

*Investment management

Fee only or commission based

            Mutual funds*

            Brokerage accounts*

            College 529 Plans*

 

Insurance

            Fixed and Variable Annuities*

            Life Insurance

 

Tax and Accounting 

Tax Preparation

            Individual

            Business

            Fiduciary and Estate

            Payroll

            Tax Planning and Consultation

            Electronic filing