Our Services

Our knowledgeable associates can assist you in the following areas:

  • Money Management
  • Retirement Plans
  • 401(k) Planning
  • 403(b) Planning
  • Estate Planning
  • Tax Reduction Strategies
  • Individual Tax Return Preparation
  • College Funding
  • Charitable foundation and trust planning

Investments*:

  • Privately Managed Accounts
  • Traditional Mutual Funds
  • Annuities
    • Fixed
    • Variable
  • Institutional Money Management Programs
  • Direct Investments
  • Hedge Funds - Mutual Funds 
  • Full Service Brokerage Accounts
    • Common Stock
    • Government Securities
    • Treasury Bills
    • Treasury Notes
    • Bonds
  • SEP IRA
  • SIMPLE IRA
  • ROTH IRA
  • Education 529 Planning

Insurance:

  • Life
  • Long Term Care
  • Disability Income

*Securities offered through Royal Alliance Associates, Inc., Member FINRA/ SIPC.  Advisory services offered through AFC Advisory Corp., a registered investment advisor.