We provide guidance in the following areas:
Investments*
- Traditional IRA
- Roth IRA
- Sep IRA
- Simple IRA
- Brokerage Accounts
- Government Securities
- Mutual Funds
- 529 College Savings
- US Treasury Offerings
- Annuities
- Stocks, Bonds
*Securities & Investment Advisory Services offered exclusively through Hornor, Townsend, & Kent, LLC
Financial Services
- Retirement Plans
- Tax Planning Strategies
- 401(k) Plans
- 403(b) Plans
- College Planning
- Estate Planning Strategies
- Money Purchasing Plans
- Profit Sharing Plans
- Defined Benefit Plans
- Business Succession Planning
- Legacy Planning
Insurance Protection
- Life Insurance
- Disability Income Insurance
- Long-Term-Care Insurance
- Key Man Insurance
- Business Overhead
- Property and Casualty Insurance
- Group Insurance
