FINANCIAL SERVICES

COLLEGE PLANNING
I want to accumulate college funds for my children. Do I open a Trust? Do I put the money in my child's name? Should I open an Education IRA? Need answers? Call or e-mail us for an appointment to help you save for college.

HANDLING AN INHERITANCE
Like many "baby boomers," I will inherit a substantial sum of money. What is my best approach to investing this money while at the same time controlling my tax bite to Uncle Sam? Need answers? Call or e-mail us for an appointment to get the most out of your inheritance.

PENSION PLANNING
I have a business and would like to start a pension. Should I have a 401K Plan, a SEP-IRA, a Simple Plan, or a Profit Sharing Plan? Can I also have my own Roth IRA or standard IRA? Call or e-mail us for an appointment to help you plan for your future.

HANDLING A RETIREMENT PAYOUT
After years of hard work, I'm finally retiring and have to make decisions concerning the lump sum of money I will receive shortly. Can I avoid taxes? What are my best options? Need answers? Call or e-mail us for an appointment to help plan your retirement financial future.