Financial Planning Hillsboro
Call Today
Traditional and Roth IRAs, 401(k) rollovers, 529 plans, individual and joint accounts, 403(b)s, 401(k)s, Simple IRA, SEP IRAs, financial planning, tax planning, retirement planning, tax preparation, bookkeeping and payroll services, entity selection and startup assistance
Keywords Accounting, Asset Management, Financial Planning, Investments, Tax Preparation.
Cash , Check
Angie earned her Bachelor of Science degree in Marketing in 2000 from Jacksonville University, Jacksonville, Florida. She then earned her Series 7 - General Securities Representative Exam and her Series 66--Uniform Combined Investment Advisor registration/state law exam in 2004.
Gina earned her Bachelor of Science in Mathematics in 2005 from Southern Illinois University at Edwardsville. She then earned her Series 7 - General Securities Representative Exam in October 2014 and her Series 66 - Uniform Combined Investment Advisor registration/state law exam in January 2015.
Jeff earned his Master of Accounting and Financial Management in 2013. He also became licensed as a Certified Public Accountant in August 2013.
Loading map...