Broker Check

Mark J. Matkovic, CFP, CPA

(317) 293-1300

Products & Services

We provide assistance in the following areas:

Investments*

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

Financial Services

  • 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

  • Tax Return Preparation
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Information Returns Preparation, such as 1099's
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns
  • Business Personal Property Tax Return Preparation

Additional Services

  • Long-Range Personal Planning
  • Roth IRAs*
  • Business Tax Planning
  • Business consulting
  • Rollovers*
  • IRAs*
  • Estate and Gift Tax Planning
  • SIMPLEs*

*These services are offered by Mark J Matkovic through his affiliation with Avantax.