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We provide
COMPLETE TAX & FINANCIAL SERVICES including: - Experienced Resource for projects needing
our professional knowledge to be a part of a highly productive team.
- Tax-Advantaged Business and Individual short and long-term planning, reporting and investing.
- Comprehensive Tax Return Preparation for individuals, businesses, estates and trusts.
- Complete Estate Planning, probate assistance, and fiduciary reporting for estates
and trusts.
- Individual Securities (stocks and bonds)
- Mutual Funds
- IRA's
- Rollover of your company retirement plan.
- Implement employer-sponsored retirement plans.
- Specialize in Long Term Care Insurance, Life Insurance, and Longevity Planning.
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Securities are offered through J.W. Cole Financial,
Inc. (JWC), Member FINRA, SIPC. Investment Advisory Services are offered through Jonathon Roberts Advisory Group (JRAG). Tax preparation
services are not offered through JWC/JRAG. SETFS, LLC is not a CPA firm. Insurance is offered as an independent agent.
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