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Products and Services

We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Mutual Funds
  • Exchange-traded Funds
  • Variable Annuity
  • Real Estate Investment Trust

Financial Planning

  • Retirement Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Tax Planning

  • Tax Planning Strategies
  • Small Business Tax Planning Strategies