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