Client Services
Tax Prep
- Federal and State tax preparation while you wait
- Drop off preparation
- Electronic filing
- Direct deposit of refunds
- Tax planning
- Representation before the IRS
- Reasonable rates
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Wealth Managment
- Customized Portfolio
- Actively Managed
- Safety First Appoach
- Quarterly Reviews
- Fainthful Watch
- Online Access
- No Service Fees
- No Commissions
- No Maintenance Fees
- No Statement Fees
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Financial Planning
- Retirement planning
- 401(K) plans
- 403(B) plans
- College planning
- Estate planning
- Income planning
- Investment planning
- Tax planning
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Investments
- Stocks
- Bonds
- Mutual Funds
- Brokerage accounts
- Educational IRA
- 529’s
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Variable annuity
- Index annuity
- Fixed annuity
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Insurance
- Life insurance
- Disability insurance
- Long term care
- Estate protection
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Form CRS