Our company delivers document preparation services for the alternative investor. If you retirement funds are currently in stocks and bonds, please know that is not your only option. To have a truly diversified portfolio, investors should have other assets, such as real estate, precious metals, etc. as well as their stocks and bonds.

We also provide education to our clients about how they can obtain checkbook control of their retirement funds, so that they can have the opportunity to invest their money in what they want.