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Our Services

Request A QuoteAt GEFS Insurance & Tax Services, we provide expert assistance in the following areas:

Personal Lines of Insurance

Commercial Lines of Insurance

Wealth Management

  • Retirement Plans
  • Salary Continuation
  • Tax Plans
  • Simple 401k Plans
  • 403b Planning
  • 412e3 Pension Plans
  • College Savings Plans
  • Estate Plans
  • IRA Rollover
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Key Person Protection Plans
  • Executive Bonus Plans
  • Buy/Sell Agreements
  • Business Equity Plans
  • Professional Disability

To Quote And Enroll In A Dental & Vision Plan Click Above

Tax Services

  • Tax Planning
  • Tax Audit Representation
  • IRS Tax Resolution
  • IRS Wage Garnishment Resolution
  • IRS Tax Defense Representation

"Request A Quote"


To Quote And Enroll In A Short Term Medical And Medical GAP Insurance Click On Above

Click Above To Get A Health Insurance Quote And Policy Now


Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

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