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