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Our Services
We provide assistance in the following areas:
Investments*
Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity
Financial Services
Retirement Plans*
Tax Plans
401 (k) Planning*
403 (b) Planning*
College Plans*
Estate Plans
Money Purchasing Plans*
Profit Sharing Plans*
Insurance
Life Insurance
Long Term Care Insurance
Tax Planning
Individual Tax Preparation and Planning
Business Start Up, Counsel and Corporate Taxes
Small Business Accounting Services
Estate and Gift Planning
*These services are offered by Debbie Birch through her affiliation with Cambridge Investment Research, Inc
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