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Services

Comprehensive Financial Planning Services:*

  • Identification of Financial Goals
  • Cash Flow Analysis
  • Net Worth Statement
  • College Planning
  • Retirement Planning
  • Estate Planning
  • Insurance Analysis
  • Asset Allocation Analysis
  • Tax Reduction Strategies

Investments:*

  • Mutual Funds
  • Wrap-Fee Accounts
  • Individual Retirement Accounts/Roth IRA’s
  • Rollovers
  • Retirement Plans (SEP’s, SIMPLE’s, 401(k)’s)
  • College 529 Plans

Insurance:

  • Annuities (Fixed, Variable*, Indexed)
  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • Health Savings Accounts

Tax Preparation/Consulting:

  • Individual Tax Preparation
  • Business Tax Preparation (Corporation, S-Corporation, Partnership, LLC)
  • Fiduciary Tax Preparation
  • Electronic Filing
  • Payroll Reporting
  • Small Business Startup/Consulting
  • Tax Planning and Consulting

Notary Services

 
 
 

*These services are offered by Ann Marie Milinazzo through her affiliation with HD Vest Investments Servicessm and HD Vest Advisory Servicessm