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Our Services

We provide financial services and investment planning* to individuals and businesses.  We offer our clients multi-faceted solutions to meet their growing financial needs such as  Retirement planning, education planning, elder care planning, risk management and so much more. 

• Retirement Planning

• Estate Planning & Death Tax Planning

• College Funds*

• Income Tax Analysis

• IRAs and Roth IRAs*

• Mutual Funds*

• Annuities*

• Life Insurance

• Long Term Care Insurance

• Pension Analysis

• 401(k) Rollovers*

• Income Protection

• Retirement Income*

 *These services are offered by Sam and Joe Carpenter through their affiliation with Avantax