Broker Check

Products & Services

We provide assistance in the following areas:

Investments*

  • Educational IRA*
  • Traditional IRA*
  • Roth IRA*
  • SEP IRA*
  • Simple IRA*

Financial Services*

  • Retirement Plans*
  • Tax Plans
  • 401 (k) Planning*
  • 403 (b) Planning*
  • College Plans*
  • Estate Plans
  • Money Purchasing Plans*
  • Profit Sharing Plans*

*These services are offered by Rockie Sanders through his affiliation with Avantax

Tax Planning

  • Relocation Tax Issues
  • State Tax Return Preparation
  • Representation Before the IRS
  • Tax Return Preparation
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns