Products & Services
At our firm, we provide expertise in the following areas:
TAX PREPARATION & PLANNING SERVICES
- Individuals
- Corporations
- Partnerships
- Estates
- Payroll Taxes
- Trusts
RETIREMENT PLANNING
- 401(k) Plans
- Rollover IRA's
- Roth IRA's
- SEP'S
- Simple IRA's
- Traditional IRA's
INSURANCE
- Life
- Long Term Care
- Disability
- Group Health & Individual
COLLEGE FUNDING
- 529 Plans
- Coverdell Education Savings Accounts
- UGMA/UTMA Accounts
INVESTMENT PLANNING
- Mutual Funds
- Stocks
- Bonds
- Variable Annuities
- Asset Allocations
ESTATE PLANNING
- Tax Reduction Strategies
- Asset Distribution & Bequests