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7721 Southwest 62 Avenue
BondsCommon StockGovernment SecuritiesTreasury NotesVariable AnnuitiesExchange Traded FundsManaged Accounts (Fee Only)Preferred StocksUnit Investment TrustsMutual FundsCertificates of DepositREIT’sUS TreasuriesAlternative Investments
Retirement PlanningTax Plans*401(k) Planning403(b) PlanningCollege PlansEstate PlansMoney Purchasing PlansProfit Sharing PlansFee Based Financial Planning
Disability IncomeLife InsuranceLong Term CareFixed AnnuitiesGroup InsuranceMedicare SupplementsMedicare HMO’s
Relocation Tax IssuesState Tax Return PreparationRepresentation Before the IRSTax Return PreparationIndividual Tax Preparation and PlanningBusiness Start Up, Counsel and Corporate TaxesSmall Business Accounting ServicesIRS and State Tax AuditsIncome, Gift and Estate Tax Returns
*Tax planning services are offered through Jullie & Associates, PA.