Taxes

• Roth IRA
• Income Tax
  Any earnings are federal income tax free if withdrawn at or after age 59 1/2 and the account has been open five years or more

Investment

• Mutual Funds
• Wealth Management
  Merrill Lynch is the marketing name for Merrill Lynch Wealth Management and Merrill Edge which are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S).

Accounting

• Accounting Services
• Payroll Services
• Bookkeeping Services

Planning

• Retirement Planning
• Annuities
• Asset Management
• College Funding
• Mortgage Refinancing