Products & Services
We provide assistance in and access to the following areas:
Investments
- Annuities-fixed, immediate, variable
- Bonds
- Brokerage accounts
- Common stock
- Government securities
- IRAs-Roth, SEP, Simple, Traditional
- Mutual funds
- Solo 401(k) accounts
- Treasury bills and notes
Financial Planning
- 401(k), IRA rollovers
- 529 college savings plans
- Retirement income planning
Financial planning offered through LPL Financial, a Registered Investment Advisor.
Insurance
- Disability income insurance
- Life insurance
- Long-term care insurance
Tax Planning
We work with a number of local tax preparers and CPAs who may be of assistance to you. Please let us know if you need this service.