Investments*

  • Bonds
  • Check Writing
  • Common Stock
  • Debit Card
  • Educational IRA
  • Brokerage Accounts
  • Government Securities
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Traditional IRA
  • Treasury Notes
  • Variable Annuities

Financial Services

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

**Michael J. Alvini offers these services through his affiliation with H.D. Vest Investment Services (SM) and H.D. Vest Advisory Services (SM)

Insurance

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

Tax Planning and Compliance

  • 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