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Roaring Fork Financial Services

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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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Check the background of this financial professional on FINRA's BrokerCheck