Retirement Planning, Investment Services & More for Broward County, Miami, FL & the Surrounding Area

Menu of Services

Investments:

• Individual Retirement Accounts (IRAs) Mutual Funds
• College 529 Plans
• Investments

Insurance:

• Fixed, Indexed Annuities
• Variable Annuities
• Life Insurance
• Disability Insurance
• Long Term Care Insurance

Planning Services:

• Retirement Planning
• Rollovers IRA’s* SEP’s SIMPLE’s
• 401K’s College Planning
• Tax Reduction Strategies
• Cash Flow Analysis
• Insurance Analysis

 Tax and Accounting:

• Individual and Business Tax Preparation
• Electronic Filing
• Payroll Services and Reporting
• Tax Planning and Consulting