Our Services

INVESTMENTS

  • Mutual Funds
  • Brokerage Accounts
  • Variable & Fixed Annuities
  • Stocks, Bonds & Options

RETIREMENT PLANNING

  • Traditional & Roth IRAs
  • Rollover IRAs & Eduacation IRAs
  • SEPs & SIMPLE IRAs
  • College 529 Plans
  • 401(k), 403(b), 412(i), & Profit Sharing Plans

INSURANCE

  • Term, Whole & Universal Life
  • Health Insurance
  • Long Term Care Insurance

TAX PLANNING

  • Tax Planning & Return Preparation
  • Individuals, Corporations, Partnerships
  • LLCs/LLPs, Estates, Trusts & Gift
  • Non-Profit Organizations

ACCOUNTING

  • Computerized Payroll Services
  • Financial Statements & Bookkeeping
  • Depreciation Schedules
  • Cash Flow & Budget Analysis

ESTATE PLANNING

  • Titling of Assets, Tax Efficiency
  • Wealth Transfer
  • Business Succession Planning
  • Charitable Gifting
  • Gifting to Children