Our Services

At Court Place Advisors, we provide expert assistance in the following areas:

Investments

  • Equity Securities
  • Bonds & Fixed Income Investments
  • Check Writing
  • Donor Advised Funds
  • Educational IRA
  • College Savings Plans (529 plans)
  • Brokerage Accounts
  • Traditional IRA’s
  • Roth IRA’s
  • SEP IRA’s
  • Simple IRA’s

Financial Planning

  • Retirement Plans
  • 401(k), 403(b), and 457 Planning
  • Roth IRA Conversions
  • College Plans
  • Estate Plans
  • Social Security Benefit Planning
  • Required Minimum Distribution Planning
  • Pension Analysis & Planning
  • Life Insurance Planning
  • Long-Term Disability Insurance Planning
  • Liability Insurance Planning
  • Long-Term Care Insurance Planning

Tax Services

  • Individual Income Tax Return Preparation
  • Individual Income Tax Planning
  • Business Income Tax Return Preparation
  • Trust Income Tax Return Preparation
  • Estate Tax Return Preparation
  • Charitable Remainder Trust Planning

 

 

 

Let us know how we can help you. To schedule an appointment or request more information, contact us at 410.465.4321 or email us at [email protected]