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