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Our Solutions

Our financial planning solutions are designed to support your overall financial well-being and to develop a customized strategy centered on your objectives. The areas we consider include the following:

Investment Planning

Mutual Funds

Stocks and Bonds

Fee-Based Asset Management Services

Variable Annuities

Retirement Planning

Individual Retirement Accounts (IRAs)

Simple IRA Plans

Simplified Employee Pension Plans (SEPs)

401(k) Plans

Pension/Profit Sharing Plans

Education Planning

529 Plans

Coverdell Education IRAs

Insurance Planning & Risk Management

Fixed and Variable Life Insurance

Disability Insurance

Long Term Care Insurance

Fixed and Variable Annuities


Employee Benefits Planning

Group Life Insurance

Group Health Insurance

Group Disability

Cafeteria Plans

Retirement Plans


Estate Planning

Insurance Needs Analysis

Business Ownership Succession Plans

Charitable Remainder Trusts


General Accounting & Tax Services

Tax Planning & Preparation

Business Accounting Services

Financial Statement Preparation

Payroll Services


Click Here to visit our accounting and tax website