Menu of Services


 


* Investment Management Planning


 


Mutual Funds,[1][3] Stocks and Bonds[1]


 


Family Risk Management Planning


 


Life[1], Disability[1] and


Long-Term Care Insurance[1]


 


Cash Flow and Debt Management Planning


 


Debt Analysis and Solutions,


Budgeting, Debt Consolidation and


Debt Reduction


 


* Retirement and Distribution Planning


 


Retirement Plans[1][3], Annuities[1]


Mutual Funds[1][3] Stocks and Bonds[1]


 


Estate/Legacy Planning


 


Charitable Gifting during life, Charitable Inclination at death, Titling of Assets, Executor/Successor Trustee Issues and Distribution of Wealth to Spouse/Beneficiaries at death


 


* Educational Planning


 


Educational IRA’s,[1][3] College Savings


529 Plans,[1][3]


Reduce ones taxable estate


 


Tax Planning


 


Tax Planning, Tax Preparation and


IRS Representation


 


Special Situations Planning


 


Weddings, Divorce, Inheritance, Special Needs Child and Special Purchases


 


  


  


Deborah A Towers, EA, CSA[1]


Gale J Hatley. EA, CSA[3]


 



 


(1)(3) Securities offered through H.D. Vest Investment ServicesSM, Member SIPC, (1) Advisory services offered through H.D. Vest Advisory ServicesSM, 6333 N. State Highway, 161, Fourth Floor, Irving, TX 75038, 972-870-6000.