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Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Tax management
  • Investment management *
  • Retirement strategies *
  • Estate conservation
  • Insurance and annuity products *+
  • Accounting
  • Bookkeeping
  • Payroll Services
  • Mortgage Services

*+ These services are offered by William R. Maxwell through his affiliation with Avantax Investment ServicesSMand Avantax Advisory ServicesSM

* These services are offered by Nancy Gunn through her affiliation with Avantax Investment ServicesSM