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Investments

  • Mutual Funds
  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • Real Estate Investment Trusts
  • ETF’s

Insurance

  • Life Insurance
  • Long Term Care Insurance
  • Health Insurance

Financial Planning

  • Retirement Planning
  • Retirement cash flow analysis
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Medicaid Planning