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 Cetera Financial Specialists LLC.