Additional Services

We supply many services, some of the additional ones beyond our main services are listed below, but we also include service. We are courteous, prompt, look up answers to questions we do not know, and most of all try to help you find the best financial plan for you.

And what about fees you may ask? There are no fees or cost to you. The company we place your business with pays us.

Here is a list of the services that we offer:

• Individual Retirement Account (IRA) and Roth IRAs

• Long-Term Care

• CPA Partnership