Bruce H. Melling, CPA, PFS, CFP
®
Wealth Management and Tax Services
Our Services
Investments
Mutual Funds
Fee-Based Asset Management Services
Retirement Planning
IRAs
401 (k) Plans
Pension/Profit Sharing Plans
SEPs
Simple Plans
Insurance
Fixed and Variable Life Insurance
Long Term Care Insurance
Disability Insurance
Fixed and Variable Annuities
Estate Planning
Estate Plan Review
Asset Protection
Estate Planning with Respect to Retirement Benefits
Insurance Needs Analysis
Tax Consequences of Insurance
Postmortem Estate Planning
Education Planning
529 Higher Education Savings Plan
529 Prepaid Tuition Plans
Coverdell Education Savings Accounts
Education Savings Plans Compared
529 Qualified Tuition Plans
Planning for College
Saving for College
Ways to Save for College
General Financial Planning
Asset accumulation
Lifestyle preservation
Guaranteed retirement income
Goal setting and planning analysis
Risk analysis
General Accounting and Tax Services
Tax Planning and Preparation
Year-end Planning and Projections