Our Services
INVESTMENTS
- Fee-based asset management services
- Mutual Funds
RETIREMENT PLANNING
- IRAs
- 401(k) plans
- SEPs
- Simple Plans
- Pension/Profit sharing plans
ESTATE PLANNING
- Business ownership succession planning
- Charitable remainder trusts
- Insurance needs analysis
EDUCATION PLANNING
- 529 plans
- Coverdell education IRAs
INSURANCE
- Insurance audit
- Fixed and variable life insurance
- Long term care insurance
- Fixed and variable
TAX & ACCOUNTING
- Personal
- Business
- Estates & trusts
- Business advisory services
- IRS and state tax resolutions