Financial*

*These services are offered by Paul S. Wickert and Jason R. Rose.

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