Products & Services

We provide assistance in the following areas:

Investments *

Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity

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

* These services are offered by Lisa Pugel through her affiliation with Avantax