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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