Our Services
Our firm offers a wide range of services to individual and business clients. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
- Tax planning and preparation
- Investment management*
- Retirement strategies*
- Insurance and annuity products*
- Business & Real Estate Consulting
- Educational planning
- Estate conservation planning
*Lois Leynse and Gurvinder Aujla offer these services through their affiliation with Avantax Investment Services℠ and Avantax Advisory Services℠
**Lois Leynse, Gurvinder Aujla, Anne Lowry and Jennifer Stewart-Smith offer these services through their affiliation with Avantax Investment Services℠ and Avantax Advisory Services℠