Taxes

• Tax Planning
• Tax Services
• Roth IRA
• Income Tax

Investment

• Investment Management
  Equally as important as the initial manager selection, is the monitoring of a portfolio’s performance. We feel communication with the client is of utmost importance. To accomplish the task of monitoring portfolios and keeping the client well informed, we use a state of the art asset portfolio management software program. With this system, we download transaction information daily, enabling us to evaluate performance and locate necessary adjustments in a timely fashion.
• Bonds
• Wealth Management
  This link is being provided strictly as a courtesy. When you click on the link provided here, you are leaving this site. Wealth Management Advisors, Inc.

Accounting

• Accounting Services
  Investment advisory services, fixed and traditional insurance, and tax and accounting services offered through Wealth Management Advisors, Inc.
• Bookkeeping Services

Planning

• Financial Planning
  Mission is to provide the highest level of service, quality and value to our clients. We are committed to growth and to being a leader and an innovator in the financial planning industry. We will be competitive in the marketplace, consistent with the value of the service rendered. We will strive to employ the finest personnel and reward them as a result of the profits generated in part by their contribution.
• Retirement Planning
• Annuities
• Long Term Care
• Asset Management
  Sm strives to deliver to their clients a progressive, sophisticated asset management service by selecting portfolio managers of various styles who have successfully proven themselves over time.