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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

Personal Investment Accounts:

Mutual Funds, ETFs, Stock Portfolios, Fixed Income, Tax Free Municipal Bond Portfolios

Estate Planning:**

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

College Savings Plans:

529 investment plans

**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.   |  704-845-1058