Products & Services

We provide assistance in the following areas:

Investments

• Bonds
• Common Stock
• Educational IRA
• Traditional IRA
• Roth IRA
• SEP IRA
• Simple IRA
• Brokerage Accounts
• Treasury Bills
• Government Securities
• Treasury Notes
• Variable Annuity

Taxes and Preparation

(Taxes and Preparation Conducted by Massoglia Tax Services)

• Individual Tax Preparation
  • 1040 Review
  • Forward Tax Planning
  • Individual Tax Preparation
• Small Business Tax Preparation
  • Sub Chapter "S"
  • Partnerships
  • "C" Corporations
  • Sole Proprietorships

Financial Planning

• Retirement Plans
• Tax Plans
• 401(k) Planning
• 403(b) Planning
• College Plans
• Estate Plans
• Money Purchasing Plans
• Profit Sharing Plans

Insurance

• Disability Income Insurance
• Life Insurance
• Long-Term-Care Insurance