Broker Check

4 Oak Forest Road
Novato, CA 94949

Tracy Lamond, CFA

(415) 234-6320

 

Services

Investments

  • Bonds

  • Common Stock

  • Educational IRA

  • 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

  • Money Purchasing Plans

  • Profit Sharing Plans

Insurance

  • Disability Income Insurance

  • Life Insurance

  • Long Term Care Insurance

Tax Planning

  • Relocation Tax Issues

  • State Tax Return Preparation

  • Representation Before the IRS

  • Tax Return Preparation

  • Individual Tax Preparation and Planning

  • Business Start Up, Counsel and Corporate Taxes

  • Small Business Accounting Services

  • IRS and State Tax Audits

  • Income, Gift and Estate Tax Returns