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Services Offered

We offer an array of services to our clients. Want to know more? Simply highlight the area of interest.

Financial Services

INVESTMENT SERVICES OFFERED

Money Market Accounts, CD'S Mutual Funds,Stocks, ETFs, Government Securities

PLANNING SERVICES

Investment Planning,Tax Planning & Return Preparation, Retirement Planning, Debt Management, Estate Planning,and Financial Management Workshops

RETIREMENT PLANS

IRA's,401(k)Plans,Profit Sharing,Tax-Sheltered Annuities,403(b)Plans

INDIVIDUAL INSURANCE SERVICES

Term, Permanent, Universal, Adjustable,Single Premium, Joint and Survivor Life

Tax Preparation Services

INDIVIDUALS & CORPORATIONS

Tax returns and filing instructions are prepared for clients each year.