We provide assistance in the following areas:
Investments*
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Variable Annuity
Financial Services
- Retirement Plans*
- Tax Plans
- 401 (k) Planning*
- College Plans*
- Estate Plans
- Profit Sharing Plans*
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
Tax Planning
- State Tax Return Preparation
- Tax Return Preparation
- Individual Tax Preparation and Planning
- Business and Corporate Taxes
- Small Business Accounting Services
- Income, Gift and Estate Tax Returns
*These services are offered by Kathryn Humecki through her affiliation with HD Vest
