Our Services
Tax Assistance and Tax Return Preparation:
Our experience enables us to examine your financial situation or plan from a tax perspective, to help align financial goals with tax efficiency strategies. The purpose of this is to discover how to accomplish all of the other elements of a financial plan in the most tax-efficient manner possible.
Products:
Because choosing investments that best meet your individual needs can be complicated. After listening to your concerns and needs and analyzing your current financial status we will help determine which investment products will help reach the end goal for you and your personal finances.
Products and services include:
- Tax return preparation
- Fixed, Fixed index and Variable Annuities
- Stocks, Bonds and Mutual funds
- U.S.Treasury Securities
- Certificates of Deposit
- Life insurance
- Long-term care, disability and critical illness
- IRA Rollovers
- 401(k) retirement plans and Individual Retirement Accounts
- 529 qualified tuition plans
- Simplified Employee Pension Plans
- Qualified Retirement Plans
- Group retirement and savings plans
- Group Life, Health and Disability benefits
