Services at a Glance

TAX PLANNING & PREPARATION

Individual taxes
Partnership & Corporate taxes
Estate & Trust taxes
Year round Tax Planning
IRS Problem Resolution
Preparing Incorporation Papers

INVESTMENT SERVICES

Mutual Funds*
Variable* & Fixed Annuities
Retirement Plans
IRA's
Stocks & Bonds*

BUSINESS CONSULTING

Business Acquisitions
Business Planning
Business Development
Marketing
Operations Analysis

ACCOUNTING & BOOKKEEPING

Financial Statements
Bank Reconciliation
Payroll Check Writing
General Ledger Preparation
Sales & Payroll Tax Preparation
QuickBooks® Setup & Review

FINANCIAL PLANNING

Retirement Planning
Personal Budgeting
Retirement Plan Distributions
Investment Analysis
Money Management

INSURANCE

Life insurance
Health insurance
Long Term care

*Securities and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through Martin Financial Services, Inc., a registered investment advisor, not affiliated with Royal Alliance Associates, Inc.

The Financial Consultants of Martin Financial Services, Inc. are Registered Representatives of and offer securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, FL, IL, IN, MO, OH, OK, TX and WI. No offers may be made or accepted from any resident outside the specific state referenced.

David G. Martin and Stephen C. Martin are also separately registered as investment advisor representatives under Martin Financial Services, Inc. a Registered Investment Advisor registered with the State of Illinois and not affiliated with Royal Alliance Associates, Inc. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Illinois and Missouri. Advisory services also offered through Royal Alliance Associates, Inc., a Registered Investment Advisor.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, of IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm of individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption of exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Services at a Glance

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