Services
Retirement Planning
Roth IRA
Traditional IRA
Rollover IRA (From previous 401k, 403b, and other Qualified Retirement Plans)
Life Insurance and Annuities
Small Business Retirement Plans
401k Plan Management
Savings Incentive Match Plan for Employees (SIMPLE IRA)
Simplified Employee Pension Plan (SEP IRA)
College Education Saving
Coverdell Educational Savings Account
Portfolio Management
Individual Securities (Stocks, Exchange Traded Funds)
Mutual Funds
Fixed Income (including Bonds)
Annuities
Annual Tax Return Preparation for Clients
Comprehensive Financial Planning
Identify Retirement Goals
Determine Risk Tolerance
Discuss Insurance Needs
Assist with Real Estate Investments*
*We have associated our firm with a commercial real estate investment firm, Evergreen Investment Corporation, to offer all aspects of your investment plan.