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We Offer a Targeted Array of Tax, Income & Growth Strategies & Services.

  • Income Tax Preparation & Planning
    Plan ahead for taxes.
  • Short Term Opportunity Growth Notes
    Simpler & Safer Alternatives.
  • Behind Your Numbers
    Do YOU Have Enough to Retire? Retirement Planning Made Easy.
  • Pension & 401k Distribution Plans
    Use your distributions wisely.
  • IRA Rollovers
    Make the most of your IRA rollover
  • Roth IRA
    Grow your money tax-free.
  • Social Security Timing
    Use claiming strategies to get all of the money due to you.
  • Revocable Living Trust
    Avoid the pitfalls of probate.
  • Estate Preservation
    Pass your wealth to the next generation.
  • Life Insurance
    Protect your spouse and family from the unexpected or generate tax-free retirement income.
  • Guaranteed Annuities
    Guaranteed income you can never outlive.
  • Alternative Growth Opportunities
    Away from Traditional Wall Street
  • Integrating Medicare & Medicare Supplements
    What does Medicare Cover & What’s a Good Strategy for ME?