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SERVICES AND PRODUCTS

We can provide guidance and assistance in the following areas:

 

Investment Accounts

  • Traditional IRA
  • SIMPLE IRA
  • SEP IRA
  • 529 (College Savings) Plans
  • Advisory (Fee-Based) Accounts
  • 401(k), 403(b) Accounts
  • Brokerage Accounts
  • Variable Annuities
  • Indexed Annuities
  • Fixed Annuities
  • Immediate Annuities

Investments

  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Common Stocks
  • REIT’s
  • Corporate Bonds
  • Municipal Bonds
  • Treasury Bills
  • Treasury Notes
  • Government Securities

Tax Services

  • Tax Return Preparation for Individuals
  • Tax Return Preparation for Businesses
  • Entity and Employer/Employee Tax Status Planning

Insurance

  • Term Insurance
  • Whole Life Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Indexed Universal Life Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance

Financial Planning Services

  • IRA & 401K Consolidations/Rollovers
  • Mortgage Protection (through life insurance and disability income insurance)
  • Education Funding Strategies
  • Pension Transfer/Rollovers
  • Pension Distribution & Payout Alternatives
  • Charitable Giving Strategies
  • Estate Conservation Strategies

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