Services

PERSONAL INVESTING

• Investment Accounts – Individual/Joint/T.O.D.
• Trusts
• Traditional IRA’s
• Roth IRA’s
• Rollover IRA’s
• Custodial Account
• 529 College Savings Plans

BUSINESS RETIREMENT PLANS

• 401(k) Plans
• SEP IRA’s
• SIMPLE 401(k) Plans
• 403(b) Plans (Non-Profit Organizations)

INVESTMENT VEHICLES

• Stocks
• Bonds
• Mutual Funds
• ETF’s (Exchange Traded Funds)
• Preferred Stock Options
• Closed-end Funds
• Tax-free Municipals

PLANNING

• Retirement Savings
• Retirement Income Analysis
• Asset Allocation
• College Cost Planning