Our Services

Contact us today:  (907) 283-3060

We offer a wide range of financial products and services to individuals, families, estates and business owners.  Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.  We can help you execute a sound financial program utilizing the following products and services:

 

Retirement Accounts:

  • 401(k)

  • Traditional & Rollover IRA

  • Simple IRA

  • Roth IRA

  • Simplified IRA

  • 403(b)

 

 

 

Investment Accounts:

  • Individual

  • Joint

  • Trust or Estate

  • College Funding & Education Planning (UTMA, UGMA, 529 Plans)

 

 

 

Tax Preparation Services:

  • Personal Returns

  • Corporations

  • Partnerships

  • Limited Liability Companies (LLC)

  • Estates / Trusts

  • Preserving Your Estate for Your Heirs Planning

  • Income Tax Analysis

  • Tax-Saving Tips

 

 

 

Insurance Products:

  • Life Insurance (Term, Universal, Whole Life)

  • Disability Insurance

  • Long-term Care Insurance

 

 

 

 

Other Investment Services & Products:

  • Retirement Preparation & Strategy Planning

  • Investment & Risk Management (Investing for income and/or growth)

  • Diversification & Allocation of Assets

  • Setting-up Retirement Plan or Pension Distributions

  • 401(k) Rollovers from Previous Employers

  • Estate Planning & Conservation

  • Mutual Funds

  • Variable Annuity Products

  • Personal Money-Managed Accounts

  • Ongoing Assessment & Periodic Rebalancing

  • Free Account & Performance Reviews

 

Other Services:

  • Health Savings Account (HSA)

  • Health Reimbursement Account (HRA)

  • Social Security - Plan to Maximize Benefits

 

 

Please Contact Us if you have any questions about our firm or the range of products and services we provide.  Our firm has a relationship with a variety of financial service companies, so if we don't have a product or service, we know a group that does.

We are happy to answer any questions you may have.