H&R Block's relationship with American Institute of Engineers, Inc. provides a unique opportunity for you to take advantage of personalized financial services, including investment planning, mortgage services and professional tax preparation*.

Services available to AIE members include but are not limited to:

• Investment and Retirement Planning
• 401(k) & 403(b) rollovers; Pension Plan direct rollovers
• Professional Tax Preparation*
• Stock Option Services
• Mortgage Services*
• Tax-Advantaged Investment Strategies
• Business Retirement Plans

To ensure that you are recognized as an AIE member please place your initial call or email correspondence to the advisor listed below.

Melvin McDonald
Financial Advisor

H&R Block Financial Advisors
1850 Mt. Diablo Blvd, Suite 530
Walnut Creek, CA 94596

925-988-4953
925-988-6440(fax)
800-769-7023
E-mail: memcdonald@hrblock.com

* Investment services and securities products offered through H&R Block Financial Advisors, Inc, member NYSF/SIPC. Tax services offered through subsidiaries of H&R Block Services Inc. Mortgage services offered through H&R Block Mortgage Inc. H&R Block Inc, H&R Block Services Inc. and H&R Block Mortgage Inc. are not registered broker-dealers.