RETIREMENT PLANNING Whether you are still working and contributing toward your future, close to retirement and wondering whether you've planned properly, or already retired, we can help.  A solid financial plan, managed by a professional you know and trust, will help to guide you and ensure smooth sailing in your Golden Years. As a full-service brokerage firm and insurance agency, our services include: Mutual Funds Stocks and Bonds Money Markets and CDs IRAs Roth IRAs SEP IRAs 401(k), and Individual 401(k) plans Pension Maximization Variable and Fixed Annuities Life Insurance Long Term Care Insurance Estate Planning

EDUCATION PLANNING How you plan for your child's education now will have a large effect on how you finance it later.  There are a number of vehicles you can use to begin saving immediately.  We can help you choose between, as well as manage, each of them. 529 Savings Plans 529 Prepaid Plans Coverdell ESAs (formerly Education IRAs) UGMA/UTMA accounts Taxable Accounts

ESTATE PLANNING You've worked hard for what you have.  We can show you how best to pass your assets to your heirs by planning now, in order to avoid giving it all away to excessive estate taxes, or ever increasing nursing home costs.  Should your specific estate planning situation require legal work, we are happy to work with your attorney or, if you prefer, we can recommend one who will meet with you at our offices for a free consultation.         IMPORTANT CONSUMER INFORMATION                                                                  This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1.  Representatives of a broker-dealer ("BD") ir investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA thay represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. 2.  Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.       Securities offered through INVEST Financial Corporation (INVEST), member FINRA / SIPC.  INVEST, a registered Broker Dealer and federally registered Invesment Advisor, is not affiliated with Professional Tax Savers/Hoffman & Bentovim. Securities advisory services, and certain insurance products are offered through INVEST and affiliated insurance agencies.  INVEST Financial Corporation does not offer tax/legal advice. INVEST Financial Corporation's Privacy Policy