Our Services

Our  Servicess Include :

Investments:

  • Mutual Funds
  • Variable 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 Rollovers/Transfers
  • Tax advantaged Programs

Tax Preparation

  •  Personal Returns or Small Corporate Returns
  •  Research and Tax Opinion
  •  Strategic Tax Partnership with QB Tax Solutions    www.qbtaxsolutions.com

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