OUR SERVICES

In addition to providing income tax services, we also provide Financial Services. Contact Fred Paiva (Registered Representative) today to assist you with the following Financial Services:

Planning Services

Planning Img

    • Retirement Planning
    • Education Funding
    • Financial Security Analysis
    • Asset Allocation
    • Estate Conservation
    • Insurance Planning
Insurance Products

Insurance Img

    • Term Insurance
    • Paid Up Whole Life
    • Universal Life
    • Index Life
    • Buy/Sell Agreements
    • Key Person Insurance
    • Pension Max
    • Individual/Group Health
Retirement Plan Services

Retirement Img

    • IRA’s
    • Roth IRA’s
    • Fixed Annuities
    • Simple Plans
    • Index Annuities
    • 401K’s
    • SEP IRA’s
    • Variable Annuities
    • SA/403B Plans
    • 401K Rollovers