We provide assistance in the following areas:
Investments
- Brokerage Accounts
- Mutual Funds
- Common Stock
- Bonds
- Traditional IRA
- Roth IRA
- SEP IRA
| - Simple IRA
- Educational IRA
- Government Securities
- Treasury Bills
- Treasury Notes
- Variable Annuities
- Fixed Annuities
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Financial PlanningStrategies
- Retirement Plans
- 401 (k) Planning
- 403 (b) Planning
- Profit Sharing Plans
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- Money Purchase Plans
- Tax Plans
- College SavingsPlans
- Estate Plans
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Insurance
- Life Insurance
- Long Term Care Insurance
- Disability Income Insurance
Divorce Financial Analysis
- Provide professional finanical services
- Income/Expense and Asset/Liability Analysis
- Assist with preparation of Finanical Affidavit
| - Utilize divorce analysis software to create various settlement proposals for client review.
- Explain short and long-term impact of different settlement proposals.
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