Products & Services
We provide assistance in the following areas:
Financial Services
- Retirement Strategies *
- Tax Plans
- 401(k) Planning*
- 403(b) Planning*
- College Plans*
- Estate Plans
- Money Purchasing Plans*
- Profit Sharing Plans*
Investments*
- Bonds
- Common Stock
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Investment Management *
- Brokerage Accounts
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuity
Insurance
- Insurance and annuity solutions *
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance
Taxes
- Individual and Family Tax Preparation
- Small Business Tax Preparation
- Estate Tax Preparation
- Tax Planning
- Small Business Services
* These services are offered by Dennis Michalak, Chris Michalak and Gabriel Sandler through their affiliation with Avantax Investment ServicesSM , Investment Avidosry services offered through Avantax Advisory ServicesSM and Insurance services offered through Avantax Insurance AgencySM