Overview

At Stephen Mathias & Co., Inc. , we provide assistance in the following areas:

Financial Planning

• Retirement Plans
• Tax Plans
• 401 (k) Planning
• 403 (b) Planning
• College Plans
• Estate Plans
• Money Purchasing Plans
• Profit Sharing Plans

Investments

• Bonds*
• Common Stock*
• Educational IRA
• Brokerage Accounts*
• Traditional IRA
• Roth IRA
• SEP IRA
• Simple IRA
• Treasury Bills*
• Government Securities*
• Treasury Notes*
• Varibale Annuities*

*Securities offered through Royal Alliance Associates, Inc., Member FINRA/SIPC.

Tax Services

• Relocation Tax Issues
• State Tax Return Preparation
• Representation Before the IRS
• Tax Return Preparation
• Individual Tax Preparation and Planning
• Business Start Up, Counsel and Corporate Taxes
• Small Business Accounting Services
• IRS and State Tax Audits
• Income, Gift and Estate Tax Returns

Insurance

• Disability Income Insurance
• Life Insurance
• Long Term Care Insurance