Services

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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.