· Investment Advisory Service
- Equity-Only (Common Stock) Accounts
- Fixed-Income-Only Accounts
- Balanced (Stock, Bond and Cash Equivalent) Accounts
- Cash Management Accounts
· Account Types Managed
- Regular Investment Advisory Accounts
- IRAs, including Traditional, Roth, SEP, SIMPLE and Education
- Revocable Trust Accounts
- Irrevocable Trust Accounts
- Charitable Trust Accounts
- 401(k) and 403(b) plans
- Custodial Accounts
- 529 Plans
- Endowments
· Estate Planning (free, as a part of an ongoing relationship, working with your attorney and accountant)
· Special Projects