Services
How We Can Help
Retirement Planninng, Taxes and Tax Planning, Home and Auto Insurance
and 401k and Employee Benefits
We specialize in helping individuals develop well-rounded, sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Retirement Planning
Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Taxes and Tax Planning
Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Insurance
Home and Auto Insurance
Disability Income Insurance
Life Insurance
Long-Term-Care Insurance
Annuities
Health Insurance
Medicare Supplemental Insurance
How Much Do You Know About Investing?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
For more information about us and the services we offer, send us a quick email or call the office.
We welcome the opportunity to speak with you.
contactus@sesweb.net | (800) 345-3155