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

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

Financial Planning

Retirement planning
401(K) plans
403(B) plans
College planning
Estate planning
Income planning
Investment planning
Tax planning

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

Insurance

Life insurance
Disability insurance
Long term care
Estate protection