Our Menu of Services
I am happy to be able to offer my individual and business clients the variety of services listed below:
- CASH FLOW AND DEBT MANAGEMENT
- Budgeting, Cash Flow Analysis
- Debt Analysis, Consolidation, Reduction
- FAMILY RISK MANGAGEMENT
- Insurance Reviews
- Life, Disability and Long Term Care
- EDUCATIONAL PLANNING *
- Section 529 Savings Plans; Coverdell Ed. Sav. Accts.
- Financial Aid Planning
- RETIREMENT PLANNING *
- Accumulation and Distribution Plans
- Retirement Planning Analysis
- 401K, Pension Plan Rollovers
- ESTATE AND LEGACY PLANNING
- Estate Tax Estimate and Review
- Documents Review - Wills, POA's, Living Wills
- Beneficiary & Asset Titling Review
- TAX PLANNING
- Tax Planning
- Tax Return Preparation - Individuals, Estates, Trusts
- IRS Representation
- INVESTMENT PLANNING *
- Mutual Funds, Stocks, Bonds, UIT's
- Small Business Retirement Plans
- IRA's, Roth IRA's
- Investment Management Services
- Fixed and Variable Annuities
- SPECIAL SITUATIONS PLANNING
- Special Needs & Elderly Needs Planning
- Inheritances, Large Gift/Winnings, Charitable Giving
- Single Parent, Widow/Widower Special Needs
NOTARY SERVICES also available as a courtesy to clients
*These services are offered by John FitzPatrick through his affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM