Overview

Founding principal is Don Gutzman, CPA, previous owner of Donald P. Gutzman Ltd, a CPA firm.  He spent years dealing with tax codes and the IRS, and knows how taxes influence financial decisions. He now uses that knowledge and expertise in his financial service practice. We can create a comprehensive plan tailored to your needs and desires.

As an independent advisor, many investment vehicles are at our disposal. We are not limited to a specific product.

We specialize in Risk Management and Asset Allocation

• Stocks/Bonds/Mutual Funds

• IRAs/Traditional and Roth

• 401(k) Rollovers

• Annuities

• Tax exempt Municipal Bonds

• Investment Management

• Social Security Strategies

• Alternative Investments

• Estates and Tax Planning

• Insurance Planning

• Long-Term Care Insurance*

• CDs

• Money Markets

*Fixed insurance products and services offered through CES Insurance Agency.