Products & Services

Our firm provides financial guidance in the following areas:

Investments

  • Annuities
    • Fixed
    • Variable
  • Bonds
  • Mutual Funds
  • IRAs
  • Stocks

Insurance

  • Disability Income
  • Term Life
  • Universal Life
  • Variable Universal Life
  • Whole Life

 

Accounting and Tax Services

  • Business and personal tax preparation
  • Accounting services
  • Payroll, W-2, 1099
  • Bank reconciliation

We also offer assistance in

  • 401(k) Planning
  • 403(b) Planning
  • College Planning
  • Deferred Compensation Plans
  • Estate planning
  • Financial Planning
  • "Golden Handcuffs" Plans
  • Money management
  • Profit sharing plans
  • Retirement plans
  • Tax Preparation and Recovery Services
  • Traditional Banking
    • Checking
    • Savings
    • Certificates of Deposit