Broker Check


Common Stock
Educational IRA
Traditional IRA
Roth IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity

Financial Planning

Retirement Plans
Tax Plans
401 (k) Planning
403 (b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans


Disability Income Insurance
Life Insurance
Long Term Care Insurance

Tax Planning

Relocation Tax Issues
State Tax Return Preparation
Representation Before the IRS
Tax Return Preparation
Individual Tax Preparation and Planning
Business Start Up, Counsel and Corporate Taxes
Small Business Accounting Services
IRS and State Tax Audits
Income, Gift and Estate Tax Returns

College Planning

Retirement – Ready or Not Assessment
What-if Analysis
School Cost/Aid Eligibility Comparison Report
First Year FAFSA Consultation/Submission
Complete College Planning Resource Kit
Academic Solution Program
College Planning Relief® Professional Counseling
Detailed Scholarship Search Tools
Career Exploration/Career Matchmaker Assessment
College Quick Reference