Services
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