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Products & Services

Investments*

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Retirement Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

Individual/Personal Insurance

  • Auto, Home & Umbrella Insurance
  • Health, Dental & Vision Insurance
  • Life, Disability & Long term Care Insurance
  • International/Travel Medical Insurance

Group Employee Benefits

  • Group Health, Dental, Vision and prescription plan
  • Group Long term and short term disability
  • Group life and Long Term Care Insurance

Commercial Insurance

  • Business Owner and General Liability Policy
  • Worker Compensation
  • Medical Malpractice
  • Directors & Officers Liability
  • E&O Liability

Tax Planning

  • Relocation Tax Issues
  • State Tax Return Preparation
  • Representation Before the IRS
  • Tax Return Preparation
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns