At M.W. ARAGAO, we provide assistance in the following areas:
Investment Vehicles
- Common Stock
- Exchange-traded funds
- Mutual Funds
- Corporate Bonds/Notes
- Treasury Bonds/Notes
- Municipal Bonds/Notes
- Certificates of Deposit (CD)
- Money Markets
- Options
- Limited Partnerships
- Traditional IRA
- Roth IRA
- SEP/SIMPLE IRA
- 401(k)
- 403(b)/457(b)
Financial Calculators
- Retirement Planning
- Tax Planning
- 401 (k) Planning
- 403 (b) Planning
- Education Funding
- Estate Planning
- Money Management
- Money Purchasing Plans
- Profit Sharing Plans
- 457(b) Planning
Insurance
- Disability Insurance
- Life Insurance
- Long Term Care Insurance
Tax Planning & Business Consulting
- 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
