We provide assistance in the following areas:
Investments*
- Mutual Funds, Bonds & Stocks
- Retirement Accounts/IRAs (Educational, Traditional, Roth, SEP, SIMPLE)
- Brokerage Accounts
- Treasury Bills, Treasury Notes & Government Securities
- Variable Annuities, Fixed Annuities, and Indexed Annuities
Financial Services
- Retirement Plans* (401k, 403b, Profit Sharing, Money Purchasing Plans, etc.)
- Tax Plans
- College Plans*
- Estate Plans
Insurance
- Life Insurance
- Disability Income Insurance
- Long Term Care Insurance
Tax Planning
- Individual Tax Planning
- Business Start Up Counsel
- Tax Loss Harvesting
- Tax Smart Investing
*These services are offered by Joseph J. Ochotny, Jr. through his affiliation with Avantax Wealth Management.
