Broker Check

Products & Services

Investments*

  • Mutual Funds
  • Educational IRA
  • 529 Education Plans
  • SEP IRA
  • Simple IRA.
  • Roth IRA 
  • Regular IRA
  • Brokerage Accounts
  • Fixed Annuity
  • Variable Annuity

Financial Planning*

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Tax Planning

  • Individual Tax Preparation and Planning
  • Business Startup, Counsel & Corporate Taxes
  • State Tax Return Preparation 
  • Trust, Gift & Estate Tax Returns
  • Small Business Accounting Services
  • Payroll Services
  • Representaton Before the IRS 
  • IRS and State Tax Audits
  • Offer In Compromise
  • Quick Books Advisor

*These services are offered by Marilyn Matthews through her affiliation with HD Vest