Financial*

*These services are offered by Jason R. Rose, Pamela Justus, Cassandra Pasbrig, & Paul S. Wickert.  The investment options with these accounts can be fee based or commission based.  A fee based approach is also known as a Fiduciary agreement.

Retirement account management

• 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

• Brokerage accounts*
• College 529 Plans*

Insurance

• Fixed and Variable Annuities*
• Life Insurance

Tax and Accounting

Our staff of full time and seasonal tax preparer's can assist our clients with the following:

Tax Preparation

• Individual
• Business
• Fiduciary and Estate
• Payroll
• Tax Planning and Consultation
• Electronic filing