Broker Check

About Our Firm

The Investor's Friend Offers:

    For the Business Owner

    • Tax Consulting and Preparation
    • Accounting and Consultation
    • Quickbooks Training
    • Analysis of Employer Provided Benefit Programs
    • Executive Bonus Plans
    • Split Dollar Plan Funding **
    • Key Person Insurance **
    • Buy/Sell Agreement Funding Options **
    • Deferred Compensation Programs **
    • Medical/Health Insurance Plans **
    • Employee/Employer Life Insurance Plans
    • Business Insurances
    • Qualified Plan Funding **
    • SEPS
    • 401(k)s
    • 403(b)s
    • Pensions
    • Money Purchase Profit Sharing Plans

    For the Individual

    • Tax Preparation and Consulting
    • Estate/Trust Administration
    • Trust Funding Advisory
    • Mortgages
    • Fee Based Financial Planning**
    • Stocks and Bonds**
    • Mutual Funds**
    • Annuities**
    • College Funding Programs
    • Life and Health Insurance
    • Long Term Care Insurance
    • Investment, Wealth Accumulation,and Asset Allocation strategies and Planning