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Products & Services

We provide assistance in the following areas:

Tax Planning and Preparation

  • Individuals
  • Small and Medium Businesses
  • Limited Liability Companies (LLC)
  • Limited Liability Partnerships (LLP)
  • Partnerships
  • Corporations C and S
  • Trusts
  • Estates
  • Gifting/Legacy

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • 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