Tax
Preparation: Specializing
in
all
personal,
corporate
and
estate
tax
documents
&
preparation.
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Investments:
Providing
retirement
&
college
planning,
IRA
rollovers,
stocks
&
bonds,
broker
account
reviews,
mutual
funds,
and
annuities.
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Mortgages:
Helping with all types of VA, FHA, fixed, lines of credit, adjustable, interest only, conventional,
and home equity; all reviewed
based on tax issues.
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Insurance:
Offering
Life,
Health
and
Long
Term
Care
for
individuals
&
all
size businesses.
|
Estate
Planning:
Delivering expert advice with our strategic legal partners.
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