Our 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

Financial Services

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

Insurance

  • Life Insurance
  • Long Term Care Insurance

Tax Planning

  • Individual Tax Preparation and Planning     
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • Estate and Gift Planning

*These services are offered by Debbie Birch through her affiliation with Cambridge Investment Research, Inc