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 or Simple IRA
Simplified Employee Pension (SEP)
Savings Incentive Match Plan for Employees (SIMPLE)
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.