Our Services
Our Servicess Include:
Investment Solutions:
- Separately Managed Fee Based Accounts
- Mutual Funds
- Variable Annuities, Fixed/Index Annuities
- Alternative Investments
- REIT's, Direct Participation
- IRA's, ROTH IRA's, 529 Plans, etc.
- 401k and Retirement Plan Rollovers
- IRA Rollovers
- Tax Advantaged Programs
- Investing for Income
Tax Services:
- Personal Tax Return Preparation and Small Corporate Returns
- Research and Tax Opinion
- IRS Notice Response
Retirement
- Personal Financial Reports
- Retirement Income Planning and projections
- Net Worth Statements
Ancillary Services:
- 2nd opinions on investment advice you've received
- Life Insurance
- Long Term Care/Health/Medicare Supplement - Strategic Partner - Joe Varabkanich http://www.cannarozziagency.com/
- Social Security Choices
- Ramsey debt reduction strategies.