INVESTMENTS

For Individuals and Families:

• Individual Retirement Accounts (IRA, ROTH IRA)
• Retirement Account Consolidation (Rollovers from Previous Employers)
• College Education Savings Accounts (529 Plans)
• Non-qualified Accounts (Mutual Funds, Exchange Traded Funds, Stocks, Annuities)
• Impact and Socially Responsible Investments
  

For Small Businesses:

• Retirement Plan Design (401k, SEP, IRA, Simple IRA)
• Employee Profit Sharing Plans
• Employee College Savings Plans