We provide assistance in the following areas:
Investments*
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Annuities ( Fixed & Variable)
- 529 College Savings
Financial Services
- Retirement Plans *
- Tax Plans
- 401(k) Planning*
- 403(b) Planning *
- College Plans *
- Estate Plans
- Money Purchasing Plans*
- Profit Sharing Plans*
Insurance
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance
- Health Insurance
Taxes
- Minimizing Taxes
- Maximize Pre Tax Savings
- Personal Tax Return Preparation
- Partnership and Corporation Tax Returns Prepared
Accounting
- Full Service Accounting for Small Businesses
- Bookkeeping Services
- Monthly Financial Statements
- Full Service Payroll and Complete Payroll Tax filings
- Sales Tax filings
*These services are offered by Ralph Rosenbaum or Judy Benenati through their affiliation with Avantax.