Individual Financial Solutions:
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Deferred Savings Plans: IRA, Roth IRA SEP, Rollovers
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Long Term Care & Disability Plans & Strategies including cash reimbursement policies such as Aflac.
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Basic & Advanced LIfe Insurance Solutions
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Basic & Managed Investments, EFT's , Mutual Funds, Bond Funds and other investment vehicles.
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Low Cost Guaranteed Fixed & Variable Annuities
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Estate & Generational Solutions
TEACHERS & INDIVIDUALS
Tax, Retirement & Financial Solutions
We will first discuss your tax position and retirement goals and then identify strategies available to you and your family. As a Tax Adviser and Licensed Insurance & Investment Representative I am your one-stop-shop for sound tax and financial solutions.
Tax Services
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Expert Tax & Retirement Services for Teachers, Individuals & Estates.
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Timely online filing and catch-up filings for prior years
- Assistance with Resolution of Tax Issues, Liens & Penalties
- Assist with Abatement, Amnesty & Installment Loans
- Audit or Reporting Issues, Late Filings & Penalties
Tax Strategies & Retirement Planning in One Place.
Together we will coordinate your tax, retirement & investment strategies and protect your wealth from market fluctuations giving you peace of mind in your retirement.
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Your Overall Financial Goals & Strategies
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Strategic Retirement & Estate Solutions
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Traditional 403(b), 401(k), IRA, Roth IRA, SEP IRAs and Rollovers
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Long Term Care & Disability Plans
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Basic & Advanced Life Insurance Solutions
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Managed Investments, EFT's, Mutual & Bond Funds
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Protected Principal & Income Solutions
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Estate & Generational Solutions