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Our Products and Services

We provide assistance in the following areas:

Tax

  • Individual Tax Planning & Preparation
  • Business Tax Planning & Preparation
  • Estate & Gift Tax Planning & Preparation
  • IRS Representation
  • Tax Plans

Investments*

  • Brokerage Accounts
  • Variable Annuities 
  • Bonds
  • Common Stocks
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA

Financial Services

  • Comprehensive Financial Planning*
  • 401(k) Planning*
  • 403(b) Planning*
  • College Plans*
  • Estate Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

*These services are offered by Carolyn L. Mora through her affiliation with HD Vest.