Products and Services Offered:

• Investment Planning
• Retirement Planning and Employee Benefits
• Mutual Funds (always no-load, never a commission)
• ETFs (exchange-traded funds)
• Stocks and Bonds
• CDs
• REITs
• No-Load/Low-Load Insurance and Annuity Products
• Tax Preparation and Planning
• Traditional IRA
• Roth IRA
• Rollover IRA
• Retirement Plans for Small Business (SEP, SIMPLE, 401(k))

Opening an account is easy. Just call, visit, or email us for the appropriate documents. 

John C. Gower, CFP, EA utilizes the securities custody and execution services of:        

Charles Schwab Advisor Services, an independent and unaffiliated firm.  Member NYSE/SIPC.

SEI Investments Company, an independent and unaffiliated firm.