RETIREMENT PLANNING

Fixed / Indexed Annuities
Traditional IRAs
IRAs / Roth IRAs
IRA Rollover401(k) / 403(b) Plans
Profit-Sharing & Pension Plans
Social Security Income
Self-Employed Retirement Plans
Retirement Plan Distributions

ESTATES & TRUST

Living Trusts
​Estate Planning
Avoiding Probate
Family Limited PartnershipCharitable Giving
Charitable Trusts
Property Ownership
Federal Estate Tax

INVESTING

​​​Dividends
Mutual Funds
Fixed / Variable Annuities
Exchange-Traded Funds​​Stocks & Bonds
Asset Allocation
College Savings Plans
Closed-End Funds

INSURANCE

​Term Life Insurance
Whole Life Insurance
Business Owner Policies
Disability Income Insurance​Long-Term Care
Medicare Coverage
​Universal Life Insurance
Variable Life Insurance

TAX PLANNING
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​Estate Tax
Capital Gain Tax
Retirement Plan Limits
Retirement Plan TaxesTax-Free Investments
Mutual Fund Profits

​​Tax Strategies for Retirement
​Gift Tax
Tax Deferrals
Charitable Trust Tax Benefits
Tax-Advantaged Investments

If you would like to meet with us for a no-obligation consultation,
please click the link below to contact our office today!
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Let's Talk!