Our Services

Investments

  • Fee-based asset management services
  • Mutual Funds

Retirement Planning

  • IRAs
  • 401(k) plans
  • SEPs
  • Simple Plans
  • Pension/Profit sharing plans

Estate Planning

  • Business ownership succession planning
  • Charitable remainder trusts
  • Insurance needs analysis

Education Planning

  • 529 plans
  • Coverdell education IRAs

Insurance

  • Insurance audit
  • Fixed and variable life insurance
  • Long term care insurance
  • Fixed and variable

Tax & Accounting

  • Personal
  • Business
  • Estates & trusts
  • Business advisory services
  • IRS and state tax resolutions