Our Services

Our  Servicess Include :

Investments:

•  Mutual Funds
•  Variable Annuities, Fixed/Index Annuities 
•  Alternative Non Correlating Investments 
•  Separately Managed Accounts 
•  IRA's, ROTH IRA's, 529 Plans or Education IRA's 
•  401k and Retirement Plans
•  IRA and Pension Plan 401k Rollovers/Transfers 
•  Tax advantaged Programs

Tax Preparation

•  Personal Returns or Small Corporate Returns
•  Research and Tax Opinion

Retirement

•  Personal Financial Reports
•  Retirement Income Planning and projections

Estate Planning

•  Net Worth Statements
•  Estate Tax hypotheticals

Insurance

•  Life Insurance - Term, Variable Universal, Universal
•  Long Term Care/Medicare Supplement - Strategic Partner -   Joe Varabkanich www.jv-benefits.com
•  Fixed Annuities, Index Annuities