Broker Check

Products & Services

INDIVIDUALS


*Financial Planning


Seasonal Planning

Financial Planning

High-Earner Tax Plans

College Plans

Estate Plans


Insurance


Annuities

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Health, Dental & Vision

Health Savings Account (HSA)

Travel Insurance 

Medicare Plans


*Investments


Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity


Tax


Tax Extension

Tax Preparation

Tax Review

Tax Planning

Representation 

ITIN Preparation

Tax Resolution 

BUSINESS

 

*Investments


401(k) Planning

403(b) Planning 

Profit Sharing Plans

Cash Value Plans

SEP IRA

Simple IRA

Money Purchasing Plans


Insurance


Workers' Compensation 

Health Insurance

Travel Insurance

FSA, HRA, & HSA

Delta Dental

VSP Vision

Life

Disability 


Tax


Tax Preparation

Sales Tax

Tax Review 

Tax Planning

Representation 

Tax Extension

Tax Resolution


Accounting


Payroll

Time & Attendance Tracking

Accounting & Bookkeeping

Accounts Payable & Receivable 

Budget Planning

Virtual CFO Services


Miscellaneous


HR Management

Employee Screening

Employee Onboarding 

Entity Selection

Succession Planning

Small Business Loans

* These services offered by Hans Hoffmeyer through his affiliation with Avantax.