Broker Check

Products and Services

We provide assistance in the following areas:

Investments


  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Medicare Supplement
  • Medicare Prescription Drug Coverage (Part D)
  • Final Expense Insurance

Tax Preparation Services

As I start my 25th year, I have accumulated a wealth of knowledge, experience, and expertise in the preparation and filing of personal and business tax returns. As a true TAX PROFESSIONAL, we use tax strategies to help reduce the taxes you owe. 

  • Tax Consulting and Preparation Services
  • Accounting and Bookkeeping Services
  • Payroll Service