Peekz ConsultiN is like having a personal chief financial officer. We provide an array of services tailored for individuals and independent contractors.
Here’s a sampling of what we offer:
- Tax preparation
- Personal financial analysis
- Life insurance
- Health insurance
- Long-term care insurance
- Investments, including 401(k), IRA, SEP, SIMPLE, mutual funds,VA, FA and managed accounts
- Home and auto insurance
- Pre-paid legal
- Identity theft protection
- Debt watchers/credit analysis
- Debt resolution
- Education planning (Coverdall, 529 plans)
Please contact our office to set up an appointment or to inquire about any services not listed. Small business owners and nonprofit executives, please check out our small business services for additional options.