We have a licensed investment
partner on staff. Because we already understand your individual tax
situation, we are better suited to design
your personalized financial plan. Regardless of the investment
vehicle you choose, we can get you started. For individuals we can
an Individual Retirement Account (IRA) or Roth IRA, and also assist
you with a 401(k) or IRA rollovers. For self employed individuals and small businesses, we can help set up a Self Employed Pension Plan (SEP), Self Employed 401k or Profit Sharing Plans. In addition to investment and retirement accounts, we can work with you in setting up a Section 529 College Savings Plan for yourself or your children.