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
- 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.
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