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.