Broker Check

127 Eagle Branch
Mt. Vernon, TX 74547

903-818-9432

Products and Services

We provide assistance in the following areas:

Investments

  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • FIUL
  • Annuities

Financial Planning

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

Insurance

  • Term
  • Whole Life
  • Universal Life

Tax Planning

  • Relocation Tax Issues
  • State Tax Return Preparation
  • Tax Return Preparation
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Income, Gift and Estate Tax Returns