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
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