Services
When developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
Investments
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Financial Planning
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Bonds |
Retirement Plans |
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Common Stock |
Tax Plans |
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Educational IRA |
401(k) Plans |
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Brokerage Accounts |
403(b) Plans |
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Traditional IRA |
College Plans |
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Roth IRA |
457 Plans |
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SEP IRA |
TSA Plans |
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Simple IRA |
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Treasury Bills |
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Government Securities |
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Fixed Annuity |
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Equity Index Annuity |
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Insurance
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Tax Planning
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Disability Income |
Relocation Tax Issues |
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Life |
State Tax Prep |
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Long Term Care |
Representation before the IRS |
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Home and Auto |
Tax Return Prep |
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Health |
Tax Planning |
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Business Start-up Counseling |
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Small Business Accounting |
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IRS and State Tax Audits |
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Income, Gift and Estate Tax Returns |
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Securities offered through Inedependence Capital Co. Inc, member FINRA, SIPC
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