Financial Planning Did you know that in addition to being your tax professionals, we are also investment professionals?  More and more, clients are asking us for advice on various financial matters including retirement, estate planning, investment and insurance needs.  We are now able to provide you with services beyond the traditional tax and accounting, including such services as personal financial advice, retirement planning, small business investment services, insurance solutions and more. Benefits to you As our client, you now have access to independent financial advice, in addition to the services we already provide.  With the support of a strong and respected investment company we can now provide you with solid investment services and timely support.  As independent business professionals, we are dedicated to serving you and your financial needs. Retirement Income Planning We are able to provide all of these valuable services in addition to the tax and accounting services already provided: Fee-Based Asset Management Services Mutual Funds Stocks/Bonds Variable Annuities Fixed Annuities Qualified Retirement Plans Including: 401(k), SEPs, and SIMPLE Plans IRAs Roth IRAs Educational IRAs Long Term Care Insurance Life Insurance Disability Income Insurance Group Insurance Business Ownership Succession Charitable Remainder Trusts Non-Qualified Deferred Compensation Plans Complimentary Financial Review The best way to start on the road to a secure financial future is a complimentary financial review.  Working side-by-side with you, we'll be able to assess whether your current insurance and investment plans meet your financial goals.  If your current financial footing is solid, we will not hesitate to tell you.  If there are gaps, we will recommend strategies to meet your goals. To schedule your complimentary financial review or to obtain additional information regarding the services we provide, please contact Doug Postma or Ted Howerzyl.  douglas.postma@genworthrr.com theodore.howerzyl@genworthrr.com