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Supplemental Services

In addition to Our Primary Services we offer the following services and financial products. Please contact us for more information.

  • IRA’s: Traditional, Roth, Simple & SEP
  • 401(k) plans, 403(b) plans
  • Mutual Funds & Exchange Traded Funds (ETF’s)
  • Brokerage Accounts
  • 529 College Savings Plans
  • Investment Review & Asset Allocation
  • Tax Planning and Advice
  • Estate Planning
  • Charitable Gifting & Qualified Charitable Distributions from IRA’s
  • Long-Term Care Planning
  • Insurance – life, disability, long-term care
  • Annuities – fixed, indexed, variable

See Our Primary Services page for:

  • Comprehensive Financial & Retirement Planning
  • Financial & Retirement Planning “Snapshot”
  • Advisory Investment & Wealth Management Service

COST for Supplemental Services:
The cost depends on the service you need and the complexity of your situation.
The charge for these services is typically based on the hours involved. We will
provide an estimate when we review your circumstances.

Contact Us

Thank you!