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 info@courtplaceadvisors.com