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Available Services

Estate Planning

Design strategies to help ensure your loved ones furture financial security, including wills and trusts, all while keeping estate taxes to a minimum.

Retirement Planning

Immediate and/or Future: Personalized planning designed to fit your requirements keeping your taxes to a minimum. 401-K, 403B, TSA, Self directed investments, IRA - (Traditional, Roth, SEP, Educational), Profit Sharing, Pension Trust, Defined Benefit Plans, Annuities (variable), and Rollovers or Transfers.

Education Funding

Coverdell ESA's, 529 planning, and Utma/Ugma.

Insurance Planning

Life Insurance analysis and design, Annuities fixed & variable, Disability and Long term care.

Securities offered through JW Cole Financial ,Inc. Member FINRA/SIPC 6928 W. Linebaugh Ave., Ste. 101, Tampa, Fl 33625 -
(813) 935-6776. Joseph Seep And Associates, LLC is an Arizona Licensed Investment Advisor and is Independent of JW Cole Financial.

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