Our Services

Our office is full service offering:

Investments

  • Fee-based asset management services
  • Mutual Funds
  • Annuities
  • Stocks and Bonds
  •  

Retirement Planning

  • IRAs
  • 401(k) plans
  • SEPs
  • Simple Plans
  • Pension/Profit sharing plans
  • Budgeting

Estate Planning

  • Business ownership succession planning
  • Charitable remainder trusts
  • Insurance needs analysis
  • Wills and trusts

Education Planning

  • 529 plans
  • Coverdell education IRAs

Insurance

  • Insurance audit
  • Fixed and variable life insurance
  • Long term care insurance
  • Fixed and variable annuities
  • Disability Insurance


Tax & Accounting

  • Personal
  • Business
  • Estates & trusts
  • Business advisory services
  • IRS and state tax resolutions
  • Tax Planning
  • Preparation of Financial Statements
  • Payroll