Services
Guidance Powered Through F.A.C.T.S.
Financial
Investment Products
Managed Accounts
Brokerage Accounts
Mutual Funds
Variable Annuities
Fixed Index Annuities
Financial Planning
Retirement Planning (Simple & SEP)
Tax Planning
401(k) Planning
College Planning (529 plan)
Estate Planning
Personal Savings Planning
Insurance
Life Insurance
Long-Term-Care Insurance
Disability Income Insurance
Accounting
Bookkeeping
Monthly, Quarterly or Annually depending on the needs of your business.
Payroll
W-2, W-3, 940, 941, & RT6.
P&L Statements
Monthly, Quarterly or Annually depending on the needs of your business.
Consulting
Decision Making
Thinking about buying a business, a home, or a car? Let us walk you through the pros & cons and help you make the right decision.
Goal Setting
There are many big events throughout life like weddings, college, and retirement. Let us help you plan for them.
Business Planning
Own a business or wanting to start one? Let us help you plan for a profitable endeavor.
Tax
Individual
1040
1040EZ
1040SR
Partnership
1065
Corporate
1120C
1120S
Trust & Estate
1041
Scripture
Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace in its various forms.
1 Peter 4:10
Scripture Jar
When you visit our office, make sure to grab a scripture from the scripture jar for your daily dose of the Word.
Verse of the Day
*Variable annuities are designed for long-term investing. The contract, when redeemed, may be worth more or less than the total amount invested. Variable annuities are subject to insurance-related charges including mortality and expense charges, administrative fees, and the expenses associated with the underlying sub-accounts. Investors should consider the investment objectives, risks and charges and expenses of the variable annuity carefully before investing. The prospectus contains this and other information about the variable annuity. Contact Deborah Cooney at 727-669-2599 to obtain a prospectus, which should be read carefully before investing or sending money.