Broker Check

Services

 Delivering the FACTS

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