At Virginia Bria & Associates, we provide assistance in the following areas:
Investments
- Bonds
- Common Stock
- Educational IRA
- Hedge Funds
- 401 (k) / 457 Plans
- Tax-Sheltered Annuities
- Structured Notes
- Alternative Investments
- Brokerage Accounts
- 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 & Trusts
- Money Purchasing Plans
- Profit Sharing Plans
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
- Health Insurance
Tax Planning
- Relocation Tax Issues
- State Tax Return Preparation
- Tax Return Preparation
- Individual Tax Preparation and Planning
- Income, Gift and Estate Tax Returns