Services
We provide assistance in the following areas:
Financial Services
- Goals-Based Planning
- Cash Flow Analysis
- Retirement Planning
Investments
- Actively Managed Accounts
- Variable Annuities
- Actively Managed Bond Portfolios
- Equity Portfolios
- College Savings Plans
- Tax-Managed Investing
Tax Services
- Tax Planning
- Individual Tax Returns
- Corporate Tax Returns
- Partnership Tax Returns
Insurance Services
- Long Term Care Insurance
- Life Insurance
- Disability Insurance
Tax planning and accounting services are offered by Karen Santini Clemens, CPA. Such services are not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc.