Our Services
 Retirement Planning:
• Retirement Funding Needs Analysis • Retirement Plans , Pensions, Annuities
(401k, 403b, TSA, 457, IRA, Roth IRA, Simple IRA,) • IRA Rollovers, Lump-sum Distribution, IRA Distributions
• Inherited IRA Investments: • Mutual Funds, ETFs Investing • Tax-advantaged Investments • Asset Allocation • Portfolio Analysis • Asset Management & Wealth Management
Tax Management:
• Tax Planning, Income Tax Preparation & Tax Representation • Special Circumstances Tax Planning: Divorce, Death of a Spouse/family • Inherited IRA • Estate, Trust and Gift Taxation
Estate Conservation, Inheritance and Wealth Management
College Savings: • Funding Needs Analysis and 529 plan
Insurance Planning: • Life Insurance, Annuities • Long Term Care Insurance, Risk Management
Elder Care Issues: • Golden Years Income Planning • Gifting and Charitable Legacy Planning
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