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Investment Management Planning*

Mutual Funds, Stocks and Bonds, Certificates of Deposit

Family Risk Management

Life, Disability and Long Term Care Insurance

Cash Flow and Debt Management Planning

Budgeting, Debt Analysis and Solutions, Debt Consolidation and Reduction

Retirement and Distribution Planning*

Roth and Traditional IRA's, Fixed and Variable Annuities, Mutual Funds, Stocks and Bonds

Estate/Legacy Planning

Charitable Gifts, Titling of Assets, Executor/Successor Trustee Issues and Distribution of Wealth to Spouse/Beneficiaries at Death

Educational Planning*

Educational IRA's, 529 Plans

Business Planning

Evaluation and implementaion of strategies to protect your business and take advantage of opportunities to improve cash flow, tax situation, benefits and bottom line of your business

Special Situations Planning

Weddings, Divorce, Inheritance, Special Needs Child and Special Purchases

Taxes and Accounting**

Financial Statement Preparation, Bookkeeping and Payroll Services, Tax Research, Planning, and Preparation

* These services are offered by Charlene Wehring through her affiliation with Avantax Investment ServicesSM and Avantax Advisory ServicesSM.

**Attest services are provided by Charlene E. Wehring, CPA