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Roger C. Fornell, CFP tm
Fornell and Associates
Financial Planning
Registered Investment Advisory Firm
CRD # 123771
Authorized IRS Income Tax E-filing Firm
We deal in:
Investment Advice, Mutual Funds, Annuities, IRA's, Tax Preparation, Health Insurance, Life Insurance, Disability Insurance
We are going to specialize in College Planning, College Money, College Scholarships, College Grants and Taxation in the future. Please check back here.
Roger C. Fornell and his firm {Fornell and Associates Financial Planning} services individuals and businesses through consultation about their current financial situation and the proper management of their financial resources to obtain their future goals.
The tools of consultation consist of written financial plans, balance sheets, income flow statements, employee benefit analysis [health, disability, life, retirement], IRS filings, and tax preparations.
These methods [as needed] are used to set timetables for tracking and monitoring the progress of the advice and profitability of the actions taken.
The advice is given with the intention that the client's goals will be met through implementation.
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5/25/2003
