Services

We provide assistance in the following areas:

Investments *

College 529 Plans
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Variable Annuity
Mutual Funds

Financial Planning

Retirement Plans
IRAs*
SEPs*
SIMPLEs*
401(k) Planning*
403(b) Planning*
College Plans*
Estate Plans
Money Purchasing Plans*
Profit Sharing Plans*
Insurance Analysis

Insurance

Disability Income Insurance
Life Insurance
Long-Term-Care Insurance

Taxes

Individual & Business Tax Preparation
Tax Planning and Consulting
IRS Representation
Tax Reduction Strategies

*These services are offered by Renay Neilly through her affiliation with Avantax.

Retirement

Retirement

Secure and comfortable are two words you want to think of when retiring. Will you have enough? Learn how not to outlive your savings.

Investments

Investments

Without any conflicts of interest we put your needs first.

Taxes

Taxes

We enjoy building trusted relationships that span generations.

Insurance

Insurance

We are an independent insurance agent -- we work for YOU, the customer, not a specific insurance company.

Legacy Planning

Legacy Planning

We enjoy building trusted relationships that span generations.

Educational Planning

Educational Planning

Strategies for maximizing your tuition dollars and your child's educational goals.

An investment in knowledge always pays the best interest. --Benjamin Franklin