Services
Comprehensive Wealth Management:
- Investment Management*
- Family Risk Management
- Cash Flow & Debt Management
- Retirement Planning
- Business Planning
- Legacy/Estate Planning
- Education Planning
- Special Situations Planning
Insurance:
- Fixed and Variable Annuities*
- Life Insurance
- Long Term Care Planning & Insurance
- Insurance Policy Review
*Investments:
- Individual Retirement Accounts (IRA’s)*
- Rollovers*
- Employer Retirement Plans
(401K’s, SIMPLE’s, SEP’s)* - Mutual Funds*
- College 529 Plans*
Tax and Accounting:
- Individual and Business Tax Preparation
- Tax Planning and Consulting
- Tax Reduction Strategies
- Payroll & Sales Tax Reporting
- Compilations & Reviews
Notary Services
Situations where you might need advice and are encouraged to call our office during the year. In most cases there is no charge for these services for existing clients:
- Change or leave a job – begin collecting unemployment, or rolling over your retirement plan accounts
- Before receiving a distribution from a 401K, IRA or pension plan
- Buy or sell a house or rental property
- Receive an inheritance
- Sell or redeem more than $2,000 in stocks, bonds or mutual funds
- Start, sell or close a small business
- Giving or receiving a gift over $13,000
- Retire or start receiving Social Security
- Anytime your investment time horizon changes
- Have a new child
- Have a change in your marital status
- Receive a notice from the IRS or State Dept. of Revenue
- Any situation where you just want to talk, or get a second opinion.
*These services are offered by Dan Cuddy through his affiliation with Avantax.