Our Services

Investments

Tactical Money Management
Exchange Traded Funds
Fixed Annuities
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Educational IRA

Financial Planning

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

Insurance

Life Insurance
Health Insurance
Disability Income Insurance
Long-Term Care Insurance

Tax Planning *

Relocation Tax Issues
State Tax Return Preparation
Representation Before the IRS
Tax Return Preparation
Individual Tax Preparation and Planning
Business Start Up, Counsel and Corporate Taxes
Small Business Accounting Services
IRS and State Tax Audits
Income, Gift and Estate Tax Returns

* Referred to Proper Qualified Professionals