Financial Services
At Oglesby Financial Group, we provide assistance in the following areas through Money Concepts:
Investments
- Stocks
- Bonds
- Mutual Funds
- Brokerage Accounts
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuity
Financial Planning
- Retirement Plans
- Tax Plans
- 401(k) Planning
- 403(b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
- Portfolio Review
- Defined Benefit Plans
- Defined Compensation Plans
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
- Estate Protection
Tax Planning
- 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
Other Services
- Mortgage Services
- Wills and Trusts
- Real Estate Consulting