Broker Check

Products & Services

We provide assistance in the following areas:

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
  • Health, Dental & Vision

Tax

  • Tax Extension
  • Tax Preparation
  • Acceptance Agent (Apply for ITIN)
  • Tax Review
  • Tax Planning
  • Representation 

Business 

  • Payroll
  • Accounting/Quickbooks
  • HR Management
  • Notary
  • Entity Selection
  • Succession & Budget Planning