Products and Services
We provide assistance in the following areas:
Investments*
- Bonds
- Common Stock
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Government Securities
- Treasury Notes
- Variable Annuity
Financial Services
- Retirement Planing
- Tax Planing
- College Planing
- Estate Planing
Insurance
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance
*These services are offered by Shawn Murphy through his/her affiliation with Avantax.