We provide assistance in the following areas:
Investments
- Bonds
- Common Stock
- Mutual Funds
- ETF's
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Government Securities
- Fixed & Variable Annuity
Financial Planning
- Retirement Plans
- Tax Plans
- 401(k) Planning
- 403(b) Planning
- College Plans
- Estate Plans
Insurance
Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance
Business Consultation and Tax Preparation
- Individual and business tax consultation
- Business valuations
- Buy and sell business valuations for banks and financial institutions
- Individual and business tax preparation (federal & state)
- IRS compliance and representation services
Other Services
- Asset Allocation analysis and strategies
- Investment manager and mutual fund search and recommendations
- Performance and risk evaluations
- Assistance with development and review of investment policy statements