Our Menu of Services

I 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
  • Financial Aid Planning
• RETIREMENT PLANNING *
  • Accumulation and Distribution Plans
  • Retirement Planning Analysis
  • 401K, Solo 401K, SEP-IRA, SIMPLE, Traditional IRA's, Pension Plan Rollovers
• ESTATE AND LEGACY PLANNING
  • Estate Tax Estimate and Review
  • Beneficiary & Asset Titling Review
  • Documents Review - Wills, POA's, Living Wills
• TAX PLANNING
  • Tax Planning
  • Tax Return Preparation - Individuals, Estates, Trusts
• 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
  • Inheritances, Large Gift/Winnings, Charitable Giving
  • 1031 Property Exchanges
• NOTARY SERVICE  - available as a courtesy to clients

* These services are offered by Barry Morris through his affiliation with Avantax.