Broker Check

Services Offered

Through our affiliation with United Planners Financial Services, Member FINRA/SIPC, we are able to offer the following services:

Personal Retirement Accounts:

Tradional IRA, Rollover IRA, Roth IRA, SEP IRA, Simple IRA and I-401k

Small Business 401k Plans:

Turn key plans from established retirement plan providers, designed to fit your business needs.

College Savings Plans:

529 investment plans

Estate Planning:**

Charitable Remainder Trusts, Donor Advisor Funds*, Irrevocable Life Insurance Trust

**We work with your estate planning and legal professionals to assist you with your estate plan.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

[email protected]   |  704-845-1058