Broker Check

Services

I am a CPA and provide tax preparation services for individuals as well as small businesses.  I am also a fully licensed broker and provide financial services in many areas of planning such as:

Investments

  • Bonds
  • Fixed Annuities
  • Common Stock
  • Mutual Funds
  • 529 Plans
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Government Securities
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Life Insurance
  • Long Term Care Insurance