We provide assistance in the following areas:
* These services are offered by David Gossett through his affiliation with Avantax.
Investments *
- Advisory Services
- Mutual Funds
- Tax Efficient Investing
- Directed Accounts
- Fixed Income Funds
- Equity Mutual Funds
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- 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