Our Products and Services
We provide assistance in the following areas:
Investments (*)
- Bonds
- Common Stock
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuity
Financial Planning (*)
- Retirement Plans (Individual and Small Business)
- 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 & Accounting (**)
Lead by a Certified Public Account and Enrolled Agent before the IRS with over twenty tax consultants, accountants, and tax preparers, we offer a full range of tax and accounting services through four offices in Metro East Illinois-St Louis Region (Fairview Heights, Cahokia, East St Louis, and Belleville West)
I. TAX PLANNING
II. TAX PRESENTATION BEFORE IRS - TAX RESOLUTION
III. ACCOUNTING SERVICES
(*) These services are offered by Anh Le through his affiliation with HD Vest.
(**) IRS CIRCULAR 230 NOTICE: In compliance with the IRS requirements, we inform you that any U.S. tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of avoiding tax penalties or in connection with marketing or promotional materials.