Our Services

Ron Coite & Associates can be a one-stop hub for all of your fiscal needs. Whatever services you need, for every stage of life, we are here to help.

Take a look at some of our services:

TAX PREPERATION OPENINGS ARE FILLING UP QUICKLY!!!

Personal Financial Planning, to grow and protect your wealth.
Business Succession Planning to ensure the longevity of your company.
College Planning to prepare for one of life's most important investments.
Income Planning to build long-term solutions and protect your assets.
Retirement Planning to provide the future you've always envisioned.

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Wealth Management
  • Small Business Employee Benefit Program

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance