Services Provided
We provide assistance in the following areas:

Estate Planning
Years of experience have prepared us to guide you through your life transitions.

SEP IRA or Simple IRA
Simplified Employee Pension (SEP)
OR
Savings Incentive Match Plan for Employees (SIMPLE)
Let us explain each and help establish what works best for you.
Please contact James at (970) 403-1234 or (970) 749-1761 or through jbrost@intelligentim.com to arrange for an hour or so to start this process.