At our firm, we provide assistance in the following areas:

• Mutual Funds
• Educational IRA
• Pension 401 (k) Plan
• Financial Review
• Roth IRA
• SEP IRA
• Simple IRA
• Traditional IRA
• Fixed Annuities
•  Variable Annuities

• Disability Income
• Life Insurance
• Long Term Care

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

• Tax Consulting
• Small Business Counseling
• Quickbooks Training & setup
• Tax Preparation
• IRS Representation including Tax Audit and Appeals