Broker Check

Our Menu of Services

We provide comprehensive financial services that are tailored for each client’s unique story.

We seek long-term relationships built on trusted advice.

Understanding your priorities helps us to organize financial resources, create future income streams, and develop growth and protection investment strategies that reflect your comfort level with risk and reward.

Where do you want to be?  We can help you get there.


Wealth Management Services:

  • Financial Plan*
    • Goals and Risk Tolerance
    • Net Worth Statement
    • Future Uses of Resources 
  • Investment Management*
    • Stocks, Bonds, Mutual Funds, ETFs, Structured Products
    • Fee-Based Managed Accounts
    • Brokerage Accounts
    • Variable Annuities, Fixed Annuities 
  • Cash Flow and Debt Management
    • Emergency Savings Fund
    • Debt Analysis 
  • Family Risk Management
    • Life Insurance
    • Other Insurances
    • Long Term Care 
  • Retirement Planning
    • Business Retirement Plans
    • Roth IRAs, Traditional IRAs*
    • 401k Rollovers*
    • Variable Annuities*, Fixed Annuities 
  • Education Planning
    • 529 Plans*
    • UTMAs 
  • Legacy and Estate Planning
    • Beneficiary Review
    • Trusts
    • Asset Protection
    • Charitable Giving 
  • Business Planning
    • Business Retirement Plans
    • Business Succession and Transitions 
  • Tax Planning
    • Tax Return Review
    • Investment Tax Review





*Securities offered through HD Vest Investment ServicesSM, Member SIPC, Advisory Services offered through HD Vest Advisory ServicesSM.