Our Services
At Family Financial Planners, we provide expert assistance in the following areas:
Investments
- Bonds
- Common Stock
- Educational IRA
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable & Fixed Annuities
Financial Planning
- Retirement Plans
- Tax Plans
- 401k Planning
- 403b Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
- Retirement Income Planning
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
- Fixed Annuities
- Fixed Equity Indexed Annuities
- Single Premium Deferred Annuities
- Qualified Longevity Annuity Contracts
- Deferred Income Annuities
Tax Planning
- Relocation Tax Issues
- State Tax Return Preparation
- Representation Before the IRS
- Tax Return Preparation
- Individual Tax Preparation and Planning
- Business Start Up, Counsel and Corporate Taxes
- Small Business Accounting Services
- IRS and State Tax Audits
- Income, Gift and Estate Tax Returns
Estate Planning
- Trust/ Will Review
- Estate Planning
- Charitable Giving
- Survivor & Beneficiary Review